Supercharge Your Wealth Advisory Teams

Supercharge Your Wealth Advisory Teams

A perfect storm of industry, cultural and technology change is reshaping client expectations resulting in asset attrition rates of more than 50% when wealth transfers generations. In just the next 5 years, $2.0 trillion USD of wealth will transfer generations. To stay competitive, wealth managers and their firms must invest to improve technology, processes and strategies. In this session, learn how Salesforce is helping our wealth management customers reimagine the client-advisor experience, reinvent organizational processes, and rebuild systems in harmony with a new digital, mobile and social world.
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