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  6 ways Financial Services Cloud helps you grow AUM  
 

6 ways Financial Services Cloud helps you grow AUM

 

  1. Manage leads more effectively and convert them more consistently
  2. Turn your “home base” of existing clients into an active referral network
  3. Build deeper client engagements
  4. Invigorate team collaboration to boost client retention
  5. Show clients and referral sources that you’re keeping pace with technology innovation
  6. Ensure the sustainability of your firm by leveraging technology to recruit and retain top talent

 

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Salesforce financial services cloud

  
 

 

Research and analysis contained in this material is based on a recent technology infrastructure study undertaken by PricewaterhouseCoopers, LLP and sponsored by salesforce.com, inc., and is limited to certain tabular and chart-related data, which is a part of this survey together with certain other publicly available data and which in all respects is subject to disclaimer and disclosure language contained in the respective study and incorporated herein by reference.

  

 

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