SalesForce Webinar

Advisors: Who Are Your Clients? How Relationship Intelligence Can Identify, Automate and Strengthen Client Engagements

Tuesday, June 27, 2017 | 2:00 p.m. ET

Archived versions of WealthManagement.com webinars are available on demand 24 hours after broadcast.

If you think you know your clients based solely on their finances - you're wrong. A deep understanding of client relationships, roles, households, and goals is key to exceeding client expectations and locking in client trust from one generation to the next. Don’t miss our live webinar with Deloitte and Salesforce customer, USAA, to learn how relationship intelligence can help wealth managers better understand their clients’ needs.

Plus, you’ll see a live demo of WealthEngine and Salesforce Financial Services Cloud including:

• Robust Client Profiles designed to provide a single view of the client including their financial accounts, goals and relationship networks
• Persona-Based Analytics that break up an advisor's book of business into smart client-focused segments
• Automated Engagements delivered at the right time throughout a client's financial life journey
 

The NAEPC has approved this program for one (1) general CE credit hour for the AEP® designation program. 

CFP CE Credits have been applied for and are pending approval

IMCA CE Credits have been applied for and are pending approval.

Jerrod Summers
Director
Business Development
USAA

John Funge
SVP
Product Management
WealthEngine

Steven Fogle
Principal
Deloitte Digital

 

Ilan Davidovici
Global Lead
Wealth & Asset Management
Salesforce

John Almeida
GTM Lead
Financial Services Cloud
Salesforce

Ryan W. Neal
Associate Editor
WealthManagement.com
MODERATOR
 
TAGS: Resources