Life Events for Financial Services Cloud

On-Demand Webinar

Collecting data has never been a challenge for financial institutions. Where they struggle is properly segmenting, analyzing, and acting on that data to provide value and drive meaningful conversations that win customers for life.

By combining Total Expert’s Life Event insights with Salesforce Financial Services Cloud, financial institutions can identify key milestones in their customers’ lives to surface new opportunities and proactively engage customers in the moments that matter. In this webinar, we’ll explore how more sophisticated and proactive customer engagement strategies help drive growth and win customers for life. 

Key takeaways

  • How to generate more opportunities with Life Events insights
  • How Life Events help your team strengthen their relationships  
  • How Life Events can help Financial Services Cloud customers find new opportunities in just 90 days