The Blueprint to Thrive in a Post-DOL World

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The Blueprint to Thrive in a Post-DOL World

Featured speakers:
Ilan Davidovici, Global Head of Wealth Management, Salesforce
Sougata Datta, Head of Strategy, Financial Services,DocuSign
Preet Takkar, Partner and Salesforce Practice Lead, PwC

The Department of Labor's Fiduciary Rule has sparked two key questions: how can firms act in the best interests of their clients and how can they drive transparency and accountability at scale?

Watch this webinar to hear how firms can use technology to operate effectively in the face of fiduciary regulations. Learn how to:

  • Accelerate time-to-value and react quickly to new fiduciary regulations
  • Drive repeatable, auditable, effective collaboration across the entire firm
  • Spend more time on client relationships with productivity tools
Watch the webinar now.
Watch the webinar now.
Watch the webinar now.
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Please fill out all fields
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Demo Intro
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Featured speakers:
Ilan Davidovici, Global Head of Wealth Management, Salesforce
Sougata Datta, Head of Strategy, Financial Services,DocuSign
Preet Takkar, Partner and Salesforce Practice Lead, PwC

The Department of Labor's Fiduciary Rule has sparked two key questions: how can firms act in the best interests of their clients and how can they drive transparency and accountability at scale?

Watch this webinar to hear how firms can use technology to operate effectively in the face of fiduciary regulations. Learn how to:

  • Accelerate time-to-value and react quickly to new fiduciary regulations
  • Drive repeatable, auditable, effective collaboration across the entire firm
  • Spent more time on client relationships with productivity enhancing tools