10 Financial Services Mega Trends for the 2020s: Delivering the Future of Financial Services Today

Questions? Call us at 1800 667 638 (AU), 0800 450 064 (NZ).

Wealth Connect 10 Trends
While change is an inevitable part of technological and business innovation across all industries, fundamental shifts in Financial Services have propelled that change and reshaped the basis upon which the sector operates.
Covering topics including customer centricity, risk and compliance, margin compression and values investing, this white paper discusses:- 
10 mega trends which will impact the sector for the 2020s.
How these trends will change the way Wealth Managers and Financial Planners run their business.
How Salesforce and Wealth Connect can help the industry thrive in this new environment through lowering compliance costs, increasing revenue and improving customer engagement.
 

Sign up once and access all our resources.

Enter your first name
Enter your last name
Select your title
Enter a valid email address
Enter a valid phone number
Choose a valid country
Agree to all disclosures below.
By registering I confirm that I have read and agree to the Privacy Statement.
This field is required.
 
 
 
 
Truste Verified Privacy. Powered by TrustArc