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Salesforce Data Lifecycle for Financial Services Companies

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Watch On-Demand Webinar

Financial Services organizations are increasingly leveraging Salesforce for much more than just customer relationship management - they are utilizing Salesforce Financial Services Cloud and its related systems like Vlocity, nCino, Creativemass, Cloud Lending and others for mission-critical transactions and processes. Not only does this associated data have a high degree of complexity, it also must be secure, agile, and compliant with regulations.

Financial Services can secure and maximize their use of all of this complex data using the right tools and practices.


What you will learn:

  • How you can apply the foundational principles of data management to reduce risks and improve performance
  • Comply with regulations-all while delivering on the promise of Salesforce



Pat Fisher

VP, Solution Engineering



Michael Lowe

Enterprise Architect