John Almeida Director, Financial Services Industry Solutions, Salesforce
Nick Richtsmeier, EVP of Business Development, Trilogy Financial Chief Operating Officer, Trilogy Capital

Today’s RIAs are facing a new kind of landscape — one marked by digital technologies that are bringing new life to how they advise their clients. There’s no doubt that the technology is here to stay, but how can RIAs proactively make these trends their own to truly ignite their AUM? Watch this webinar to discover the technology trends your firm can tap into, including how to:

  • Personalise client relationships with rich, contextual client and household profiles 
  • Gain time back in your day with real-time collaboration, actionable client insights, and visibility into referrals from centers of influence 
  • Work the way you want with customisable configurations of your user experience and advisor workflow
Please complete all fields.
Enter your first name
Enter your last name
Select your title
Enter a valid email address
Enter a valid phone number
Enter your company name
Select the number of employees
Select your industry
Choose a valid country
Yes, I would like to receive marketing communications regarding Salesforce products, services, and events. I can unsubscribe at a later time.
By registering I confirm that I have read and agree to the Privacy Statement.