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Accelerate the Next Wave of Innovation with Salesforce Financial Services Cloud

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Accelerate the Next Wave of Innovation with Salesforce Financial Services Cloud
 

The wealth management sector is undergoing unprecedented transformation, with much of the attention focused on reshaping the client-advisor experience. Two forces are driving this transformation: the rise of innovative and disruptive financial technology (fintech) companies and the emergence of a new kind of client, one who is tech savvy, informed, and engaged.

Download “Accelerate the Next Wave of Innovation with Salesforce Financial Services Cloud” authored by Kendra Thompson, North America Managing Director, Accenture Wealth Management Lead and Rohit Mahna, VP and GM of Financial Services, Salesforce to understand how to deliver advice digitally, in addition to traditional methods, via the advisor relationship.

 

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The wealth management sector is undergoing unprecedented transformation, with much of the attention focused on reshaping the client-advisor experience. Two forces are driving this transformation: the rise of innovative and disruptive financial technology (fintech) companies and the emergence of a new kind of client, one who is tech savvy, informed, and engaged — and for whom social, mobile, and digital technologies are a given. These clients are seeking solutions across a broader range of personal and financial concerns — and they expect advice to be delivered to them digitally, in addition to traditional methods, via the advisor relationship.

 
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