Michelle Feinstein

GM/VP, Global Wealth & Asset Management Solutions & Strategy - Industries

My Background

Michelle Feinstein is general manager and vice president, Global Wealth & Asset Management Solutions & Strategy for Salesforce Industries. Her expertise is in digital transformation for wealth management. This process of digitization is complex, it requires firms to accelerate plans to harness data, digitize advisor-client experiences, and modernize service to scale and support growth.

Two businesswomen in an office look at a tablet, exploring ways to use AI for wealth management

Michelle Feinstein

July 17, 2023

Your clients don’t want more face-to-face meetings but they still want a personal touch. Generative AI helps advisors find meaningful connections, get the right information, and start conversations that matter.

Businesswoman leading a meeting with colleagues / women in finance

Michelle Feinstein

November 11, 2022

We talked with three leading financial executives, learning about their journeys and how they achieved their goals in this competitive industry.

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