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Using data efficiently throughout the client lifecycle.

Dates
  • 17th July 2019
    12:00pm - 2:00pm

Location:

The Royal Yacht Hotel, Weighbridge, JE2 3NF, St Helier

Join Comnexa and partners for a discussion on how businesses can find efficiencies through better use of data throughout the business development process and client lifecycle.

This event is primarily aimed at the financial services and legal sectors, but the principles will apply to other sectors too.

Guests are welcome to join from midday for a snack lunch. The presentation will begin at 12.30.

We will be joined by KYC Global Technologies, Puritas, Continuum and Salesforce.

KYC Global Technologies have recently made their Risk Screen AML app available on the Salesforce AppExchange.

Comnexa has worked with Puritas to integrate Salesforce CRM with their PureClient and PureFunds, client management systems.

Continuum help businesses turn data into useable information. They are a partner consultant of Alteryx, which can integrate with Salesforce and can be particularly useful for migrating data from legacy systems to a CRM.

Salesforce is the Customer Success Platform. Their social and mobile cloud technologies, including their industry leading sales and CRM applications, help companies connect with customers, partners, and employees in entirely new ways.

More details to follow.

Watch our JTC Salesforce case study video.

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