Join us on 30 April at 10 a.m.

Why Attend?

Wealth management firms lose time — and money — to disconnected systems and manual reconciliation. In this session, we’ll show you how Financial Services Cloud goes far beyond CRM to give your operations, compliance, and advisory teams a single source of truth for revenue and commissions.

What You’ll Learn

✔️ Full workflow automation: lead → client → fee agreements → advisor payouts

✔️ Reconcile revenue in real time against incoming provider commission files

✔️ Manage advisory, protection, and investment products in one place

✔️ Connect seamlessly with Xero, Sage, AccountsIQ, and more

✔️ Simplify payments across advisors, introducers, and referrers

Who Should Join?

Operations leaders, compliance teams, and wealth managers who want greater accuracy, transparency, and efficiency in how revenue flows through their business.