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Reimagine the Wealth Management Technology Stack

Featured Speakers:

Judy Lee, Vice President, Technology Consulting, Fidelity Investments
Michelle Feinstein, General Manager and Vice President, Wealth & Asset Management, Salesforce

77% of advisors report losing business due to inadequate technology. The future of wealth management is automated, intelligent and powered with real time insights. From RIA's to Enterprise, Salesforce is powering the future of wealth management. Hear from industry leaders on how they're using the power of technology in partnership with Salesforce to transform their clients'wealth management.

Join this session to learn:

  • How to anticipate needs and deliver effortless, connected experiences whether the journey begins online, on the phone, or in person.
  • Delight customers and employees with AI-powered automation unifying data and rules from systems across the firm to streamline complex regulatory processes.
  • Resolve issues faster with intelligent and empathetic engagement, real time collaboration, and guided flows, all in a unified CSR experience.

 

Access the webinar now.

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