Dreamforce: Asset Management Roundtable
 

Event Sponsor: TimeTrade

WHEN:
Tuesday, November 7, 2017
2:00pm - 3:15pm PST

WHERE:
InterContinental
4th floor in Nob Hill
888 Howard Street
San Francisco, CA 94103

A System of Engagement for Asset Management - Client Relationships Technology isn't just changing the rules; it's also changing the drivers behind your business success, while creating previously unrealized opportunities for growth. Traditional business functions, such as marketing, client on-boarding, and servicing are fundamentally transforming as new technologies emerge and customer expectations of digital engagement evolve. In this roundtable, discuss with your peers: How to remain relevant in a world dominated by technology, devices, and client's insatiable need to be constantly connected. What are the keys to driving deep, multi-faceted wholesaler, advisor and client relationships, at scale, in asset management.

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