Rev Up User Productivity with Our Recurring Process Manager Rev Up User Productivity with Our Recurring Process Manager
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Accelerators

Home / Posts Tagged "Accelerators"

Tag: Accelerators

Read posts related to ShellBlack’s Salesforce Accelerators specifically targeted towards Financial Services Clients.

Rev Up User Productivity with Our Recurring Process Manager

Business processes are the heartbeat of your organization, and it’s critical that those processes are easy to follow, accurate, and executed in a timely fashion. This is especially true in the Financial Services industry, where a lack of adherence to timelines can have serious regulatory and compliance implications. Salesforce easily tracks your business processes with…

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Access LPL Financial Client Data With Salesforce Integration

Salesforce Financial Services Cloud (FSC) enables wealth managers to provide a high level of service to their clients. FSC was developed collaboratively with leaders in the financial services industry to help advisors access relevant client data quickly — freeing up more time to leverage that information into personalized, expert recommendations tailored to each client’s goals….

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