top of page
Rule Six Consulting
Contact Us
About
Typical Projects
Blog
More
Use tab to navigate through the menu items.
Log In
All Posts
Salesforce Strategies
Wealth Management
Agentforce
Client Retention
Wealth Management, Data Cloud, CRM
Data Cloud
AI Productivity
Einstein Scoring
Lead Scoring
Call Centers
Investor Relations
Private Equity
Credit Union
Permissions
Admin
Consulting on Salesforce
AI-Generated Briefing Docs for Wealth Advisors - RuleSixPack #2
By automating and enhancing this (meeting prep) workflow, the team unlocked more capacity and accuracy.
Keith ‘Rule Six’ McAfee
Jul 29
2 min read
bottom of page
