Redefining CRM for the growth-minded RIA

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As expectations of advisors continue to evolve, the definition of CRM needs to keep pace to better address the needs of clients.

Learn how Private Ocean uses Financial Services Cloud from Salesforce to meet its high standards for modernization in 2020 and beyond. Join us to:

-Hear from and participate in a Q&A with Greg Friedman, a luminary in wealth management
-Understand why CRM is a critical tool for wealth managers looking to grow and sustain positive client relationships
-See best in class dashboards and system integrations that deliver real results

CRM systems
Key Speakers
  • Greg Friedman
    CEO and Co-Founder
    Private Ocean Wealth Management
  • Andy Wang
    Global Head of Wealth and Asset Management
  • Mike Perkowski
    Co-Founder and Partner
    New Reality Media, LLC