Reinventing Wealth Management: Unlock Growth with Data, CRM & AI
The wealth management landscape is changing fast. Clients today expect more than just advice, they want personalized experiences, seamless digital interactions, and rapid, proactive service. Advisors are under pressure to grow their books while managing rising complexity. Meanwhile, fragmented legacy tech is slowing decisions, increasing costs, and hampering the ability to scale.
Join us for an exclusive, insightful webinar that will explore how leading firms are harnessing CRM, data, and AI together to power a next-generation wealth operating model, one that drives scalable growth, deepens client relationships, and empowers advisors to do more with less.
In this session, you’ll discover:
- Key trends transforming wealth management: Changing client expectations, advisor model evolution, and rising cost pressures.
- How to grow your book of business using smarter prospecting and intelligent conversions.
- How to deliver superior client experience at scale.
- Help your RMs do more with less — Assisted, Augmented, Automated.
- Hear how leading firms have transformed client engagement and RM productivity—powered by unified CRM + AI.
- Explore the Crawl-Walk-Run roadmap with actionable best practices for digital transformation success.
Who should attend:
- Head of Investment Advisory, PMS divisions
- Head of Investment Advisory, PMS divisions
- Heads from Compliance and Risk Management
- CTO/Innovation/Digital/Product Management leadership teams
Register for our webinar or watch it on demand afterwards.
Featured Speakers:
- Srishti Mittal, Director, Solution Engineering, Salesforce
- Bhavit Godiwala, Vice President and Chief Customer Officer, Centelon