Dreamforce: Wealth Management Networking Roundtable
 

Event Sponsor: Accenture & Athene Group

WHEN:
Wednesday, November 8, 2017
2:00pm - 3:15pm PST

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

Wealth management is in the midst of a digital revolution. One-to-one, product-driven advice is being displaced more and more by Hybrid Advice, which offers a blend of digital capabilities and access to advisors as needed. Accenture explored investors’ preferences for managing their wealth using digital tools and how this is changing the operating models for wealth management firms.

Salesforce has identified powerful technology solutions tailored for wealth managers to help deliver advice digitally, in addition to traditional methods, via the advisor relationship.

Hear from Wealth leaders Kendra Thompson, Global Head of Wealth Management at Accenture, Sanjeev Kumar, Athene/Skience CEO, and Ilan Davidovici, Financial Services, Global Wealth Management Leader, Salesforce at Salesforce. Gain insights from Accenture’s latest research and Salesforce new solutions to help you successfully navigate the changing landscape in wealth management and understand the future of investing. Join us to learn:

  • How relationship intelligence can identify, automate and strengthen client engagements during our main keynote
  • See Financial Services Cloud in action and get an inside look at the power of AI for wealth managers with Salesforce Einstein
  • Meet with our solutions experts at our expo booth to learn how you can build robust client profiles, map client relationships and view financial accounts through a single pane of glass

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