Wealth Management Solutions with Salesforce Financial Services Cloud
Customers expect simple solutions for complex needs in an increasingly digital world. Financial advisors must incorporate technological advances as customers are seeking tech-savvy advisory. It has become more challenging to stay in constant touch with clients and anticipate their life events and individualized needs.
At Zensar, we recognize these challenges impacting the overburdened financial advisors and wealth management industry. We use the Financial Services Cloud from Salesforce and our Smart Advisor solution to overcome the abovementioned challenges.
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