Advisors: Who Are Your Clients?

How Relationship Intelligence Can Identify, Automate and Strengthen Client Engagements

Featured Speakers:

Jerrod Summers - Director, Business Development at USAA

John Funge - SVP, Product Management at WealthEngine

Steven Fogle - Principal at Deloitte Digital

Ilan Davidovici - Global Lead, Wealth & Asset Management at Salesforce

John Almeida - GTM Lead, Financial Services Cloud at Salesforce


If you think you know your clients based solely on their finances - you're wrong. A deep understanding of client relationships, roles, households, and goals is key to exceeding client expectations and locking in client trust from one generation to the next. Don’t miss our live webinar with Deloitte and Salesforce customer, USAA, to learn how relationship intelligence can help wealth managers better understand their clients’ needs.

Plus, you’ll see alive demo of WealthEngine and Salesforce Financial Services Cloud including:

• Robust Client Profiles designed to provide a single view of the client including their financial accounts, goals and relationship networks


• Persona-Based Analytics that break up an advisor's book of business into smart client-focused segments


• Automated Engagements delivered at the right time throughout a client's financial life journey

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