Transform the advisor experience with streamlined processes.
Learn how your business can optimize advisor productivity, and make for a more efficient experience for all.
Hear as Celent speaks to Ken Thompson, Head of Shared Services, TD U.S. Wealth, about his firm’s transformation of both the advisor and end-user experience.
TD used Salesforce to remove friction points and help colleagues be more effective by reengineering disparate processes to eliminate the advisors’ “swivel-chair” effect as they undertook various activities.
In the conversation, Ken shares:
His views on what makes a great advisor experience
