Customer Theater: Simon Mulcahy Hosts New Expectations of the Connected Investor
Customer Theater: Simon Mulcahy Hosts New Expectations of the Connected Investor
Financial advisors today face disruption from robo-investor products, increased regulatory scrutiny, and an overall demand for a more collaborative investing experience. Join Simon Mulcahy, General Manager of Salesforce Financial Services, as he shares the findings of Salesforce 2015 Wealth Management for the Connected Investor report, which looked at the trends in financial planning surveyed from millennials, Gen-Xers and Baby Boomers -- and what smart wealth management firms are doing to meet rapidly changing investor expectations.
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