Appointment Setting for Financial Advisors Made Easy



Corporate and Investment Banking Playbook


Hosted by


Jim Marous
Financial Services Industry Speaker, Publisher & Podcast Host

Jim Marous is an internationally recognized financial industry strategist, co-publisher of The Financial Brand, owner and publisher of the Digital Banking Report, and host of the top 10 banking podcast, Banking Transformed. Marous advises on all components of digital transformation within the financial services industry.


More Resources

Salesforce Scheduler Demo
Financial Services: Embracing the New Service Model for the Digital World
Financial Services Cloud Demo

Get timely updates and fresh ideas delivered to your inbox.