Join us for an exclusive webinar as we unveil the next evolution of Financial Services Cloud (FSC) — featuring a revised licensing model and native FINIO integration designed to streamline operations, reduce overhead, and supercharge advisor productivity.
Together with our partners at FINIO and Agentforce, we’ll walk through how this new approach brings powerful data connectivity, seamless user experiences, and better scalability to financial institutions of all sizes.
🔍 What you’ll learn:
✅ What’s changing in the FSC licensing model (and why it matters)
✅ How FINIO integration enhances data visibility and efficiency
✅ Real-world use cases from Agentforce in the field
✅ How to prepare your org for the transition and take advantage of the new features
✅ Whether you’re an existing FSC customer or exploring what Salesforce can do for your financial services business, this session will equip you with the insights and tools to stay ahead.
Don’t miss it — your smarter FSC strategy starts here.
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.
Gary Shepherd – Director, Business Development, SprintEnterprise
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.