Wealth Management Strategies to Save Time & Improve Relationships
On July 30th, 2020 Salesforce partner apps Match My Email and Mogli joined forces to demonstrate how the two bring automated activity capture to Salesforce. Match My Email specializing in email and Mogli in SMS, the two apps free Salesforce users from the dreary task of manually logging their communications to records. However, that’s not all. With a focus on the Financial Services Cloud, the webinar launches into a brief 10+ minute use case of the two apps for a hypothetical wealth management firm.
In the demo, users can learn about features that will help any sales team boost its productivity. Interested parties can now watch or rewatch the webinar on Match My Email’s YouTube channel below. Happy watching!