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.

Enter a valid e-mail address

Select your Country

Select a state/province

Yes, I would like to receive the Salesforce 360 Highlights newsletter as well as marketing emails regarding Salesforce products, services, and events. I can unsubscribe at any time.

I agree to the Privacy Statement and to the handling of my personal information. In particular, I consent to the transfer of my personal information to other countries, including the United States, for the purpose of hosting and processing the information as set forth in the Privacy Statement. Learn More

I understand that these countries may not have the same data protection laws as the country from which I provide my personal information. For more information, click here.

Please read and agree to the Master Subscription Agreement

By registering, you confirm that you agree to the processing of your personal data by Salesforce as described in the Privacy Statement.