Automate reconciliation, streamline advisor payouts, and ensure compliance — all with Salesforce.
Why Attend?
Manual spreadsheets and fragmented processes slow down wealth management firms. In this webinar, you’ll see how Salesforce Financial Services Cloud goes beyond CRM to deliver seamless revenue reconciliation automation, helping firms stay compliant while improving efficiency.
What You’ll Learn
✔️ End-to-end automation: From lead → client → fee agreements → payouts
✔️ Forecast & reconcile revenue against provider commission files
✔️ Support multiple products (advisory, protection, investments)
✔️ Integrate with Xero, Sage, AccountsIQ & more
✔️ Streamline advisor, introducer & referrer payments with Salesforce
Who Should Join?
Wealth managers, operations & compliance leaders, and advisors looking to gain transparency and efficiency through Salesforce revenue reconciliation automation and smarter revenue management.