Transform client onboarding Financial Services Cloud, Agentforce and Open Finance. Join our webinar to discover how to automate tasks, personalise experiences, and gain a 360° view of your clients.
- Streamline Onboarding: Automate data collection, risk profiling, and compliance checks with Agentforce’s intelligent workflows, freeing up advisors to focus on building client relationships.
- Personalise the Client Journey: Leverage Open Finance data to tailor onboarding experiences, provide relevant information, and proactively guide clients through the process.
- Enhance Efficiency and Compliance: Reduce manual effort, minimise errors, and ensure adherence to regulatory requirements with Agentforce’s automated onboarding capabilities.
Speakers
Barney Haywood – Co-Founder, Futureform
Barney never intended for CRM to become his career, but nearly two decades later, here he is as the co-founder of Futureform. After working with Siebel for a few years, his head was turned by Salesforce, and once his eyes were opened to the capability of the platform, there was no turning back. He has been a Salesforce consultant in the UK and US, working with many of the largest and smallest Wealth Managers, Asset Managers, and Private Equity firms. As Futureform grows, Barney is excited about building a motivated and enthused team to help our customers on their Salesforce journeys.