Wealth Management: The Playbook for Winning the Trust of Connected Clients
Wealth Management: The Playbook for Winning the Trust of Connected Clients
We're witnessing a new era in which clients and employees are the focus, and disruptive technology is the fuel. Nowhere is this being felt more than in wealth management, an industry scrambling to meet higher client expectations and compete with a growing list of technology-fueled disruptors. Join us to learn how to extend the Financial Services Cloud, leveraging the Salesforce Platform and the partner ecosystem to address the needs of your business.
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