Tableau and Salesforce are better together for corporate banking relationship managers: having both platforms in one place allows the RM to enhance their intelligence on their customers to include product performance and benchmarks, incorporating data from core banking systems and external feeds alike. This allows the RM to proactively go to their customers with more context and breadth around their recommendations.
This is part of the solutions for today’s state of the world webinar series.
About the speakers
Link per il download dei videoMP4
Fai clic con il pulsante destro per salvare il file