Cody McKinney, Author

My background

Cody McKinney is a global financial services marketing manager with Salesforce, focusing on wealth and asset management. He has worked in the wealth and asset management space for his entire career and in multiple capacities, including at New York Life Investments, Stifel, and Morgan Stanley,
before joining Salesforce.

Cody's latest articles

Financial advisor welcomes new employees with automated onboarding.

Blog

Automated Onboarding is Now Easier With AI

Automated onboarding for wealth firms reduces annoying pain points and significantly improves the experience for both advisors and clients.

Training
Innovation
Customer Success

Cody McKinney

Working to improve the financial advisor-client relationship, a businesswoman speaks with her client in an office setting

Blog

Don’t Just Be a Financial Advisor — Become a Coach for Your Clients

As clients want more proactive advice and personalized plans, it may be time to step your game up. We’ve outlined 3 ways you can improve the financial advisor-client relationship by thinking like a coach.

Personalization
Customer Experience
C-Suite

Cody McKinney

Cody McKinney

Marketing Manager, Financial Services

My background

Cody's latest articles

Automated Onboarding is Now Easier With AI

Don’t Just Be a Financial Advisor — Become a Coach for Your Clients

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