Current Events.

We run and sponsor a range of events and webinars throughout the year. See below for some of our upcoming and past events. We hope to see you there!

Agentforce World Tour

Wealth Management

[Webinar] Document-Heavy to Deal-Ready: SharePoint and Document Automation for Wealth Managers

[Webinar] How CFC built its broker management operation on Salesforce

Past Events.

[Webinar] From Static to Smart CRM: Mastering Broker Relationships Through Data and Insight at CFC

Wealth Management

[Webinar] From Spreadsheets to Scale: Modernising Revenue & Commission Management with Financial Services Cloud

Asset Management Private Equity

[Webinar] Get More from Financial Services Cloud: Scale Smarter with AI

Wealth Management

[Webinar] Power Your Wealth Stack with Salesforce: Vulnerable Client Compliance at Scale

Asset Management Private Equity

[Webinar] The Upgrade Path to a Scalable, AI-Ready Platform with Salesforce Financial Services Cloud

[Webinar]: Insurance Roadmap for 2026

[Webinar]: Private Equity Roadmap for 2026

Asset Management

[Webinar]: Asset Management Roadmap for 2026

Wealth Management

[Webinar]: Wealth Management Roadmap for 2026

[Webinar]: Reinventing Deal Flow with AI for Private Equity

[Webinar]: Scaling Specialty Insurance Performance with AI, Data & Agentforce

Asset Management

[Webinar]: Unlocking Portfolio Market Share Opportunities with Salesforce Agentforce

Wealth Management

[Webinar] Faster, Smarter Client Onboarding for Wealth Managers

[Webinar] Scaling Engagement: Mastering Marketing Automation for PE Fundraising & Deal Intelligence

Wealth Management

[Watch On-Demand] Periodic Reviews

Wealth Management

[Watch On-Demand] Navigating Consumer Duty in Wealth Management