Streamlining Fund & Revenue Management with Salesforce

Follow the Path From Donation to Impact

Managing financial workflows across multiple systems can be time-consuming and complex.

Whether you’re using Salesforce today or exploring better financial management solutions, this hands-on seminar will show you how Fíonta and FinDock can help nonprofits and associations:

✅ Simplify payment processing and reconciliation

✅ Improve fund tracking and compliance

✅ Automate financial reporting and impact measurement

What to Expect

• Expert insights on optimizing financial workflows
• Interactive workshop to map and improve your processes
• Live Q&A with Fíonta and FinDock specialists

Spots are limited—secure your seat today!

About Fíonta

Technology as a Force for Change.

Manage your membership, events, and certification programs seamlessly while keeping all your data in one place. As a Salesforce-native partner, we help associations and nonprofits connect member engagement, program management, and CRM insights to deliver more meaningful experiences and drive deeper connections.

About FinDock

For Customer Payment Happiness

If payments aren’t part of your CRM, you’re missing a vital connection to your donors. Donations are more than a transaction. They’re opportunities to strengthen relationships, boost loyalty, and spark growth. By integrating payments, you gain real-time insights that fuel your entire donor journey, from personalized marketing to efficient customer service.