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!

[Webinar] From Spreadsheets to FSC in 8 Weeks: A Commercial Insurance Broker Implementation, Unpacked

Asset Management

[Webinar]Agentforce + Slack: The New Operating Model for Asset Management

Past Events.

Wealth Management

[Webinar]The Advisor’s Day, Minus the Busywork: AI in the Flow of Work with Slack

[Webinar]Cold Call to Client: Automating Insurance Telesales with Salesforce and Agentforce

Asset Management

[Webinar]AI-Powered Portfolio Insights for Asset Managers

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

Wealth Management

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

Agentforce World Tour

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

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]: Private Equity Roadmap for 2026

[Webinar]: Insurance 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