
Why Financial Services Automation Is the Answer To Changing Expectations of Advisors
The financial advisor-client relationship has never been more important, leading to important shifts in the advisor role.
Kerry employs a collaborative, team-driven approach to capitalize on emerging opportunities and enjoys working across all disciplines to leverage organizational abilities to drive results. At Salesforce since 2019, she keeps the client at the center of all her efforts. As a strategic business partner, Kerry brings a passion for new and engaging ways to attract and retain relationships, placing a strong emphasis on using research and data to generate powerful insights to steer business strategy.
The financial advisor-client relationship has never been more important, leading to important shifts in the advisor role.
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