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Meet the New Age Financial Advisor – Salesforce Financial Service Cloud

Posted by Soumini Vidyasagar

All this while, when you think of the term ‘financial advisor’, you get this picture of a man in his mid-50s carrying a briefcase with files and papers of client details, notepads and pens. A major percentage of their time is spent in referring through papers for client history, taking down points and making notes before preparing for the client meeting. The world is changing with the rapid changes in technology; and the need of the hour is to revolutionize financial services. With an estimated $2 trillion expected to be transferred between generations in the next 5 years (according to

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