Featured Speakers:
Cheryl Pipia, Head of Global Sales Management, T. Rowe Price
David Breakstone, Managing Director, Wealth & Asset Management, Salesforce
Claire Potter, Lead Solutions Engineer, Financial Services, Salesforce
In the coming decade, Asset Management firms will need to rethink how they operate to drive growth and remain competitive. Faced with rising costs and evolving industry pressures, firms are increasingly embracing innovation to chart their next path forward.
With AI, data, and autonomous agents, firms are beginning to redefine what next-generation growth looks like—unifying fragmented data across the front to back office, streamlining sales and service workflows, and empowering teams to drive greater productivity and profitability.
Discover how leading asset managers are partnering with Salesforce to reduce costs, achieve new levels of operational efficiency, and elevate both advisor and client experiences.