Sales Cloud and Financial Services Cloud(FSC) Demo for Wealth and Asset Management

A Salesforce demo of FSC and Sales Cloud for Wealth and Asset Management

0:00 Gmail/Outlook Integration
1:26 Account/Client Overview
3:19 Financial Services Cloud(FSC) features
6:03 Working an Opportunity
7:02 Leads and Referrals
8:49 Home Page, Dashboard, KPI's and more
10:00 AppExchange - Fidelity Wealthscape and Orion