Attend this session to learn how Salesforce.com is transforming the wealth management industry. Learn from customers how they have leveraged Salesforce.com to standardize on a single integrated desktop, provide advisors a 360-degree view of the client and improve client service. Salesforce Wealth Management Edition (WME): You"ve heard about it, and now you want to see it. Join this session to see the latest on the WME.

Please Note: Some materials from this session may not be available.

Financial Services systems and business processes are as complex as they come. Join this session to hear directly from customers on how they integrated and streamlined their internal processes to become more competitive. Leave with plenty of ideas you can implement at your own company.

If you"re in Financial Services, you know just how overwhelming the volume of data can be. Join this session to hear from customers that deal with big data volumes, find out how they decide which data is important to move, and learn best practices for data cleansing and management.

Velocity in lending has never been higher. Join this session to hear from customers that have increased the speed at which they do business. Learn best practices in lead capture and loan status. And we"ll be sure to leave some time for Q&A, too!

All insurers face a multi-tiered distribution model, ranging from their captive direct write business to managing agents and brokers. Come hear how customers have extended Salesforce.com to manage their customer and partner relationships, increasing the effectiveness and performance of their agents & brokers. Leave with best practices to model distribution management in salesforce.com.

Join this session to hear how leading life insurance firms have deployed Salesforce across their sales organizations. Hear the latest industry tips, tricks, and best practices and leave with ideas for new processes that really work.