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Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
BaseTemplates - The easiest way to build your pitchdeck and raise money
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Pitchdeck - Pitch Deck is a web-based solution to you create engaging presentations.
InsightsCRM - Close deals faster with InsightsCRM - A powerful CRM for capital markets. Remove information silos and enhance the speed of customer engagement and success.
Basic Seed Deck - Very simple way to structure your seed deck