Today’s investors are always connected, always on the go, and always seeking the best experiences possible. The bar for advisors is being raised with clients now expecting personalized outreach, proactive insights, and goal-based planning — delivered the moment they want it. For some advisors, this poses a serious challenge. For others, it’s an amazing opportunity.
Join us March 8, for our live launch event, where we will introduce Financial Services Cloud, and see how you can:
As part of the event, the leadership at United Capital will tell you firsthand how they use Salesforce to build lasting customer relationships and grow their business. And as a bonus, we will unveil the results of an exclusive research report looking at the current satisfaction and needs of investors from the largest global financial markets.
Don’t miss out — register for the webcast now.