Salesforce Webinars
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Wealth Management: Move Beyond CRM to Forge Stronger Partnerships with Clients

Changing customer expectations has forced the wealth management industry to evolve beyond traditional contact management. Wealth managers and financial planners need to find new ways to grow trusted client relationships and improve client outcomes to keep pace with evolving investor expectations, changing regulation, and lack of retirement savings.

In this webinar, Trailblazers Koda Capital and Creative Mass will share:-

  • How data and digital experiences drive higher-value relationships
  • Actionable insights on growing your book of business
  • How to better support the educational needs of investors


Torty Howard |Head of Advice Services | Koda Capital

Michael Rouse |Chairman and Founder |Creative Mass

Jessica McDonald |Senior Sales Manager, Financial Services | Salesforce


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