[Webinar] Streamline Institutional Client Onboarding with Salesforce
What if you could cut institutional client onboarding time from weeks to days?
Financial services firms are under pressure to deliver seamless onboarding, reduce compliance risks, and scale investor relationships without adding headcount. In this session, we’ll explore how Salesforce streamlines onboarding—eliminating manual paperwork, reducing errors, and giving teams a 360° view of every client from day one.
🔍 What You’ll See in Action
- Faster Onboarding Cycles – How Salesforce reduces onboarding timelines from weeks to days with automated workflows and digital intake.
- Built-In Compliance & Transparency – How regulatory guardrails can be embedded to flag, track, and enforce requirements effortlessly.
- Operational Efficiency at Scale – Unlock productivity gains and cost savings across operations, compliance, and investor relations teams.
👉 Reserve your spot to see how you can transform onboarding into a competitive advantage.