Cody McKinney

Marketing Manager, Financial Services

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.

Financial advisor welcomes new employees with automated onboarding.

Financial Services

Automated Onboarding is Now Easier With AI

Cody McKinney

October 16, 2023

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

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

Financial Services

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

Cody McKinney

November 16, 2022

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.

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