Offering Type
Features
Categories
Search Results
Showing 5 results for "wealth"

Client-facing Wealth Management Analytics
by Lovelytics
Enable clients to monitor key portfolio metrics

Portfolio Performance for Wealth Managers
by The Information Lab
Insights into Portfolio and Client performance for Managers and Advisors.

Aceleración de Ventas
by Ennube
Analiza cuántas actividades se necesitan para cerrar una venta

Salesforce Data Cloud Service Accelerator
by Atrium
Unify customer data to enable quick case resolution in Service Cloud & improve customer satisfaction

Salesforce Data Cloud - Agent Operational Efficiency
by Tableau
Assess the operational efficiency of your AI agents