Streamline Client Onboarding with Salesforce Financial Services Cloud
Join Futureform for an in-depth webinar exploring how Salesforce Financial Services Cloud can power a fully digital, client-centric onboarding journey for wealth management firms.
In this practical session, we walk through a real-world onboarding scenario — from the first point of client interest through to a fully populated client record — showing how advisers can reduce manual effort, improve data quality, and deliver a seamless experience for both clients and internal teams.
Led by Barney Hayward, Co-Founder of Futureform, this webinar demonstrates how wealth managers can use Salesforce to unify marketing, onboarding, data capture, and client collaboration in a single platform.
You’ll see how Salesforce enables:
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Digital lead capture and qualification using Marketing Cloud
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Seamless adviser handover with full engagement history
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Guided onboarding with action plans, task automation, and document checklists
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Secure, branded client portals for data capture, risk profiling, and document uploads
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Integrated open banking to enrich client financial data
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A single, trusted client record that supports advisers from onboarding through servicing
Through a live demo, we show how advisers gain a complete view of each client before the first meeting — enabling more informed conversations, faster onboarding, and a better overall client experience.
Whether you’re modernising an existing onboarding process or considering Salesforce Financial Services Cloud for the first time, this session provides a clear, end-to-end view of how wealth management firms can simplify onboarding while maximising their Salesforce investment.
👉 Register now to see how digital onboarding can work in practice for wealth management.