author title
Head of Global Product Strategy, Wealth & Asset Management
My Background
Drew Seelig leads global product strategy for Wealth Management at Salesforce, shaping how the platform evolves and guiding wealth management firms and advisors to thrive as AI reshapes the industry.
If you’re a Financial Advisor or a Wealth Manager, building deep relationships with your clients is the heartbeat of your practice. Yet, the realities of modern wealth management mean you’re likely losing roughly…
Let’s remove the AI from the conversation for a moment, and just talk human to human. If you are a leader at a bank, a wealth management firm, or any other area in…
