Transform your Wealth Management Services with Salesforce

: California

Ad Details

  • Added: September 28, 2018

  • Condition: new

  • Location: United States

  • State: California

  • City: San Francisco

  • Phone: 5717779070

  • Views: 85


Are you struggling to keep your customers? Are you tired of taking incessant calls on the same issues? Are you worried about missing on client details? Say bye to all these worries because JanBask – IT Services and Salesforce Consultancy has come up with new solutions built on Salesforce platform to address all your issues related to wealth management. Here are the features of their service offerings-
• Efficient business process workflows
• Einstein technology for the best investment insights
• Get CRM on the go by implementing Salesforce on any device of your choice
• Auto-sync of calendars for meetings, tours etc
• Automated emails to send reminders to the clients
Visit https://www.janbask.com/salesforce-for-wealth-management to get more information or Call +1 571 777 9070.


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