Financial Services
We are experienced in Sales Cloud, Service Cloud, Einstein Analytics, Pardot, CPQ as well as various integrations and migrations in the Financial Services Industry.
We are here to help, get in touch to find out more
We are experienced in Sales Cloud, Service Cloud, Einstein Analytics, Pardot, CPQ as well as various integrations and migrations in the Financial Services Industry.
Personalise your outreach and insight for clients to build better, long-term client relationships.
Convert more leads and identify new opportunities in real time.
Collaborate securely about key deals and ensure that your customer data is protected.
Increase advisor productivity and streamline customer engagements.
At Pracedo, we have experts who keep up to date with developments in the sector and train all our consultants on the specific business needs of your industry.
Consultant
Emanuela brings Financial Services domain expertise to Pracedo. She is an avid gamer, artist and traveller who speaks multiple languages....
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