In this webinar, we explore how Salesforce empowers financial services firms to make data-driven insights, pass data to the right people at the right time during the customer journey, and reimagine the way you collect information from new and existing clients.
Hear directly from Lake City Bank about how Financial Services Cloud has helped them identify new opportunities to engage prospects, convert more leads, and improve referral tracking.
Moderator & Panelists:
- Fred Cadena, Vice President, Financial Services Go-To-Market at Silverline
- JP Owens, Director, Banking & Lending at Silverline
- Jolene Howard, Vice President, Lake City Bank