Watch Barney Haywood and Futureform in this on-demand webinar to learn how Wealth Managers can leverage Salesforce to streamline Periodic Reviews and elevate client experiences.
In this session, you’ll discover best practices for simplifying the Periodic Review process, along with a hands-on demo of an exciting new enhancement to our Wealth Management template. Gain insights into strategies that drive value for your clients and help your team work more efficiently.
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