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Our FSC Implementation Accelerator empowers wealth management firms with 1–10 advisors to unlock Salesforce’s full potential — fast. Developed with insights from 400+ wealth engagements, this cost-effective solution delivers user-friendly layouts tailored to best practices, advisor-centric dashboards and starter reports, streamlined lead qualification and conversion flows, and custom automations for relationship management. https://lnkd.in/gRbVsAiu #Salesforce #SalesforcePartner #Accelerators #WealthManagement #FinancialServices #RIAs #DataMigrations #MergersandAcquisitions #FinTech #FinServ #WealthTech

  • graphical user interface, application

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