Eran Agrios is the practice lead for Wealth Management at Salesforce. Eran has over 10 years of experience in customer relationship management technology. For the last 10 years she has focused specifically on Financial Services customers in global markets on how to transform their businesses and evolve their customer relationships.
Eran brings a unique perspective on the trends and transformation happening in Financial Services and Wealth Management. Most recently, her focus is on how technology is transforming client expectations and why Wealth Managers need to reimagine the client-advisor experience to remain relevant in the space.
Building a successful RIA business requires building strong relationships with clients and -- equally important -- with your technology partners.
All relationships require taking a step outside of your comfort zone today in order to be a part of something successful tomorrow. “Swiping right” -- to...
Are you up to speed on the latest Financial Services Cloud features? With the Summer ‘16 release in full swing, you’ll want to know about the exciting new enhancements that are supercharging advisor productivity and helping advisors increase their client wallet share.
Join us for our live webinar...