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Transform Your Wealth Management Firm with Data+CRM+AI+Trust

Featured Speakers:

Chris Salvaggio, CFP, ChFC, SVP Product Management; Manager, Product Analysis, Envestnet | MoneyGuide
Ashish Mahajan, Chief Data Officer, Global Atlantic
Imad Eid, Senior Vice President, Head of Salesforce Technology, Global Atlantic
Neil Greenbaum, EVP, Sales and Partnerships North America, Ortec Finance
Jeremy Schowalter, Principal Solution Specialist, Wealth Management, Salesforce

The emergence of Generative AI has transformed the financial services industry. Wealth Firms are no exception, with new technologies powering advisor productivity and scaling firm operations across the front, middle and back office. In this webinar, learn how Salesforce is propelling AUM growth and transforming Wealth Management firms approach to advisor and client service.

 

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