The need for trust and transparency in changing times
Today’s unstable environment has forced the wealth management industry to sharply focus on trust and transparency for its clients. The upcoming deadline for the implementation of SEC Regulation Best Interest already had advisors engaging clients differently in this new digital reality. Now, with COVID-19, advisors and firms have the additional challenge of a work from home environment, and the need for compliant communications. In this webinar, see how Salesforce can help firms respond to this new landscape to better connect with their clients.