Carl Sjöström, Head of Business Development, Formuesforvaltning
Morten Hermansen, Business Analyst, Formuesforvaltning
Paul Storton, Regional Sales Director, Salesforce Pardot
The dynamics of client relationships has changed dramatically in recent years. Clients have greater access to information, more options to choose from, and more channels to engage. Unfortunately, many firms have struggled to keep with constantly changing customer expectations. Join us to learn how Wealth Managers are leveraging Salesforce Pardot to create world-class customer experiences, leveraging automation to attract new clients, and retain and grow existing clients at scale.
Learn how to: