Integration of a FinTech Platform with Salesforce
Need CRM? Want to integrate your FinTech platform with Salesforce? Learn what hurdles you may face and how to get over them.Download the white paper
Salesforce is a popular customer-relationship management (CRM) platform. It allows financial professionals holistically view each client and build customer relationships. This is why many B2B FinTech platforms aim to integrate with Salesforce.
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