Getting Started: CRM Analytics: Financial Services Fast Start

To turn on closed captioning, select the CC button at the lower right-hand corner of this video.

This video will help guide customers on the apps available within the CRM Analytics Financial Services Industry product. Specifically, it will dive deep on Wealth, Banking, and Insurance verticals.

Our experts will cover setting up user access for CRM Analytics Financial Service apps, requirements for data setup, and best practices for data creation.

Check out our entire Expert Coaching catalog here: