Empowering clients to schedule appointments on their own time, Lightning Scheduling Manager for Financial Services Cloud allows users to choose from available time slots to schedule appointments from their mobile devices or desktop computers.
Whether you’re working in financial services, retail, manufacturing, education or the nonprofit sector, you’ll easily fill your Salesforce Events App with engaging sessions at Salesforce World Tour New York in December 2019.
Come for the party and stay for the sessions, right? Dreamforce 2019 is a must-attend event for anyone looking to maximize ROI for their Salesforce org and learn the latest tech innovations from the world’s premier experts.
The lab coats at CRM Science recommend checking out these sessions at Dreamforce 2019:
Legacy wealth management firms are adapting or folding. And with new legislation that went into effect recently, it’s essential for wealth management advisors to join the revolution or risk paying substantial penalties.
The Security and Exchange Commission Regulation Best Interest enhancements, which went into effect September 10, 2019, improve a standard of conduct for wealth management, retirement, and life insurance firms when disclosing fees, providing advice and helping clients choose the ri...
Do you know what systems your financial advisors use to service their book of business? […..] We didn’t expect you to.
Amidst the recent regulatory changes, many financial services institutions are trying to obtain a more holistic view of their business. One way of achieving this is by migrating financial advisors onto a single, centralized platform. However, this is not an easy feat when you don’t know what systems are used by your advisor network.
Check out some of the CRM Science Lab Coats' favorite Salesforce Summer ‘19 release features. We see Salesforce Lightning continuing to receive crucial enhancements and are excited for the user experience (UX) and development future of the platform.
CRITICAL UPDATE: TURN ON LIGHTNING EXPERIENCE
Salesforce will begin turning on Lightning Experience on a rolling basis starting Winter ‘20. All users with the Lightning Experience User permission enabled are affected by thi...