Dreamforce '06 Videos & Slides

Implementing "Know-Your-Client" Successfully

Implementing_knowyourclient Know-Your-Client is a critical financial services requirement to understand client profiles and to prevent fraud. In this session you'll learn how a leading financial institution reduced their KYC turnaround time from 2 weeks to less than 24 hours. Join us to see how they implemented their KYC workflows in Salesforce with full compliance to accompany their entire client lifecycle.

Track: Financial Services
Date and Time: October 9, 2006 02:00 PM

Presenters:

  • Sean Urban, Deutsche Bank
  • Patrick Fischer, salesforce.com

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