Who Are Your Clients? Harnessing Advanced Relationship Intelligence

8:40 a.m. - 9:00 a.m.
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. Advisors need to be empowered to deliver personalized advice at scale - transforming client engagements into lifelong journeys that help clients get to the summit of their success.

Join Ilan Davidovici, Global Head of Wealth Management at Salesforce to learn how relationship intelligence can help advisors better understand their clients' needs with automated engagements, robust client profiles, and persona-based analytics.