On-Demand Webinar

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 speakers

Nassim Chami

Principal Solution Engineer, Salesforce
Video Download Links:
MP4

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