Michelle Feinstein is general manager and vice president, Global Wealth & Asset Management Solutions & Strategy for Salesforce Industries. Her expertise is in digital transformation for wealth management. This process of digitization is complex, it requires firms to accelerate plans to harness data, digitize advisor-client experiences, and modernize service to scale and support growth.
Your clients don’t want more face-to-face meetings but they still want a personal touch. Generative AI helps advisors find meaningful connections, get the right information, and start conversations that matter.
