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Webinar: Dreamforce 2018

financial advisor software

Missed our Financial Services Lodge presentation at Dreamforce? It’s not too late! By popular demand, we’re hosting an encore presentation of our session for Sales and Financial Services Cloud customers. How can advisors build more connected, loyal relationships with their clients? For many firms, it’s about easing the process of 1:1 engagement, and putting a personal face on the complexities of wealth management.

During this 30-minute presentation, you’ll discover how TimeTrade, the leader in intelligent appointment scheduling for Salesforce, is enabling efficient, highly personalized interactions whenever and wherever clients choose to connect.

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