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Grow Your Book of Business and Deepen Client Relationships with AI-powered Insights

Now Available On Demand

In return for sharing their data, customers are expecting more personalization from their financial advisors. At the same time, the process for financial advisors to access data and insights can be slow and painful. Learn how Einstein Analytics for Financial Services from Salesforce can help augment every financial advisor with actionable, AI-powered insights right where they work. This webinar will cover the solutions available today through the lens of end-to-end product demos and customer stories.

You’ll learn:

  • Which metrics and insights are most important for financial advisors
  • How Einstein Analytics for Financial Services can help you grow your book of business and deepen client relationships
  • How wealth advisors are getting the most out of analytics solutions

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

Susan Emerson - Presenter
Area Vice President - Einstein Analytics: Global Sales and Market Development
Salesforce

 

Bill Reich - Presenter
Director - Einstein Analytics Specialists
Salesforce

 

Greg Beltzer
VP Advisor Platform & Technology
Royal Bank of Canada - US Wealth

 

Davis Janowski - Moderator
Technology Editor WealthManagement.com

 

SPONSORED BY
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