
Turn Onboarding Into a Data-Collecting Adventure Through Automation
Eliminate errors, bring more joy to clients from the start, and attract more financial advisors to your practice.
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.
Eliminate errors, bring more joy to clients from the start, and attract more financial advisors to your practice.
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