The Blueprint to Thrive in a Post-DOL World

Questions? Call us at 1-800-667-6389.
The Blueprint to Thrive in a Post-DOL World

Featured speakers:
Ilan Davidovici, Global Head of Wealth Management, Salesforce
Sougata Datta, Head of Strategy, Financial Services,DocuSign
Preet Takkar, Partner and Salesforce Practice Lead, PwC

The Department of Labor's Fiduciary Rule has sparked two key questions: how can firms act in the best interests of their clients and how can they drive transparency and accountability at scale?

Watch this webinar to hear how firms can use technology to operate effectively in the face of fiduciary regulations. Learn how to:

  • Accelerate time-to-value and react quickly to new fiduciary regulations
  • Drive repeatable, auditable, effective collaboration across the entire firm
  • Spend more time on client relationships with productivity tools
Register for the webinar now.
Register for the webinar now.
Register for the webinar now.
Please fill out all fields
Please fill out all fields
Please fill out all fields
Demo Intro
  • *
    Enter your first name
  • *
    Enter your last name
  • *
    Please enter your title
  • *
    Enter a valid email address
  • *
    Enter a valid phone number
  • *
    Enter your company name
  • *
    Select the number of employees
  • *
    Select your Industry
  • *
    Choose a valid country
  • *
    Enter your province/state
  •     Yes, I would like to receive marketing communications regarding salesforce.com products, services, and events. I can unsubscribe at a later time.
  •  Please read and agree to Salesforce's privacy statement.   By registering, you confirm that you agree to the storing and processing of your personal data by Salesforce as described in the Privacy Statement.

Featured speakers:
Ilan Davidovici, Global Head of Wealth Management, Salesforce
Sougata Datta, Head of Strategy, Financial Services,DocuSign
Preet Takkar, Partner and Salesforce Practice Lead, PwC

The Department of Labor's Fiduciary Rule has sparked two key questions: how can firms act in the best interests of their clients and how can they drive transparency and accountability at scale?

Watch this webinar to hear how firms can use technology to operate effectively in the face of fiduciary regulations. Learn how to:

  • Accelerate time-to-value and react quickly to new fiduciary regulations
  • Drive repeatable, auditable, effective collaboration across the entire firm
  • Spent more time on client relationships with productivity enhancing tools