Wealth management is at a pivotal moment. Discover how becoming an Agentic Enterprise can expand advisor capacity, deepen client relationships, and transform operations to fuel your next era of growth.
Join our webinar and learn how to:
- Unlock Advisor Efficiency: See how AI agents, real-time data, and industry apps can drive happier clients and AUM growth.
- Transform Operations: Learn how a unified platform can seamlessly connect your front, middle, and back office for comprehensive wealth transformation.
- Move AI from Pilot to Production: Hear success stories of firms leveraging trusted, accurate digital labor to bring AI into full-scale operation.
Don't miss out on these insights to shape your AI-powered future.
Featured Speakers
Rohit Gupta
Head, Digital Advisor Platforms
RBC Wealth Management
Justin Mikhalevsky
Chief Product & Technology Officer
EP Wealth Advisors
Amin Zaman
Senior Director, Industry Advisor
Salesforce
Jeremy Schowalter
Senior Director, Wealth Industry Advisor
Salesforce
Marilee Protonentis
Lead, Account SE
Salesforce
