While change is an inevitable part of technological and business innovation across all industries, fundamental shifts in Financial Services have propelled that change and reshaped the basis upon which the sector operates.
Covering topics including customer centricity, risk and compliance, margin compression and values investing, this white paper discusses:-
10 mega trends which will impact the sector for the 2020s.
How these trends will change the way Wealth Managers and Financial Planners run their business.
How Salesforce and Wealth Connect can help the industry thrive in this new environment through lowering compliance costs, increasing revenue and improving customer engagement.