Digital future in financial services: a Salesforce admin’s guide
05/01/2024
55 min watch
Brad Brochocki and Adam Kruse of Conga talk the future of financial services with David Giller, Salesforce Enablement Leader @ Brainiate. They discuss why Salesforce professionals are switching to Conga Composer and how to implement the 80/20 rule effectively and leverage document automation for maximum efficiency in your Salesforce career. Watch the replay and learn how to automate your most time-consuming tasks securely so you can focus on driving business efficiency.
In this on-demand webinar, we'll cover:
- The current digital trend in financial services and how it’s impacting firms
- What is document automation and how firms are leveraging it to drive operation efficiency
- Enhancing client experience by aligning automation strategies with customer-centric approaches
To learn more about how the right document automation tool can help you take your Salesforce career to the next level, read our Ultimate guide to getting manager buy-in for document automation software.
Step up your Salesforce game! Dive into Brainiate Academy for exclusive, free resources that supercharge your admin skills and skyrocket your career.
Ready to learn more about Conga Composer? Schedule your free demo today and talk with one of our product experts.
Presented by
Adam Kruse
RVP of Sales Conga
Brad Brochocki
Sr. Product Marketing Manager Conga
Brad Brochocki
Sr. Product Marketing Manager Conga
Brad Brochocki is the Director of Digital Transformation for Automation at Conga, with a focus on speeding up time to revenue, automating repetitive processes, and making teams more efficient. He brings over 12 years of experience in Product Marketing, positioning, industry analysis, competitive insight, and messaging for B2B and B2C brands across SaaS, FinTech, Renewable Energy, and CPG for companies ranging from small startups all the way to enterprise corporations. He received his undergraduate degree and MBA from the University of Denver with a focus in Innovation and Entrepreneurship.
David Giller
Salesforce Enablement Leader Brainiate