For our March Box for Salesforce Community Roundtable “Digitize your workflows for 10x performance increase” Seamus Ruiz-Earle, CEO and Founder of Carabiner Group will present a customer case study in secure file transfer system optimization
This roundtable will provide you the opportunity to connect with your peers using Salesforce for idea exchange, best practice sharing, and Q&A
What you will learn:
-
How to integrate multiple technology solutions, such as Formstack for Salesforce, Box Content Cloud, and Salesforce Sales Cloud, to streamline operations and improve efficiency in financial services processes.
-
Strategies for automating data collection, document routing, and reporting to expedite loan processing.
-
Best practices for data security in Financial Services