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Webinar

Modernizing wealth management with Slack

Hear how AllianceBernstein’s wealth management team uses Slack and Salesforce as their digital HQ to stay competitive and innovative

This webinar is best for:

  • Financial services professionals
  • Sales professionals

AllianceBernstein is defining the future of wealth management through its innovative culture. Part of the global company’s success has been how it’s using Slack as its digital headquarters to transform its organization. Learn how the company’s wealth management team is modernizing the way it works cross functionally in a hybrid environment, and is leading the pack in the financial services industry.

Members of AllianceBernstein’s leadership team will discuss how the company, in addition to improving collaboration and streamlining its operations, is building relationships with its clients with Slack and Salesforce. They’ll also touch on current trends, challenges and opportunities they’re seeing in today’s wealth management landscape—and will share how the global company is using agile technology to stay competitive.

Featured speakers:

Michael RamHead of Banking & Lending, Slack
Drew SeeligIndustry Go To Market Senior Director, Salesforce
James HaggertyVP, Product Owner & Sales Enablement, AllianceBernstein
Alberto Martinez SVP/Head of Wealth Mgmt Technology, AllianceBernstein

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