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The need for trust and transparency in changing times

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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.

Key Speakers
  • Kerry Ryan
    Kerry Ryan
    Certified Private Wealth Advisor (CPWA(R))
    Director, Global Go to Market, Wealth & Asset Management, Salesforce
  • Addison Faul
    Addison Faul
    Lead Solution Engineer, Salesforce
  • Colleen Bell
    Colleen Bell
    EVP Operations, Chief Fiduciary Service Officer, Cambridge Investment Group
  • David Adler
    David Adler
    Wealth Management & Behavioral Finance Expert