Resources.
We help unlock the power of Salesforce for financial services companies like yours. Explore our latest customer success stories below.
[Watch On-Demand] Periodic Reviews
[Watch On-Demand] Navigating Consumer Duty in Wealth Management
Meet our Co-founders: The leadership Lounge with Animo Group
[Watch On-Demand] Valuation Feeds with Futureform and FINIO
Achieving Reliability in MuleSoft 4
A Dummy’s Guide to Salesforce Data Cloud for Financial Services
10 Key Benefits of Agentforce for the Financial Services Industry
Mapping the Self-directed Investment Process into Salesforce
Streamline Your Periodic Review Process with Futureform and Salesforce
Transforming Financial Advisory with Open Finance & AI
Events
We run and sponsor a range of events and webinars throughout the year. See below for some of our upcoming and past events. We hope to see you there!