Seminario web a pedido

How Wealth Managers can manage and reduce customer churn using Tableau and Salesforce

Learn how wealth managers can proactively identify which of their clients are at the highest risk of churn through intelligent analytics, and how to engage, advise and retain their assets under management via the CRM platform.

This is part of the solutions for today’s state of the world webinar series.

About the speaker

image

Nassim Chami

Principal Solution Engineer, Salesforce

¡Casi listo!

Solo le tomará 15 segundos completarlo. Si ya se registró, inicie sesión.
Dirección

Enlaces de descarga de video

MP4

Haga clic con el botón secundario para guardar el archivo.