このウェビナーの対象者 :
- 財務担当者
In today’s dynamic wealth management landscape, reimagining the advisor experience is crucial to meet the evolving needs of clients. Firms must equip advisors with tools that can help them reduce time spent on administrative tasks and focus on what matters most: client engagement.
In this webinar you’ll hear from industry experts on how wealth management firms can increase efficiency and productivity using Slack as their AI-powered command center for work. You’ll also see specific use cases across the wealth management industry and hear how leading firms are finding success with Slack and Salesforce.
注目のスピーカー :
SlackRVP, Sales, Financial ServicesLuke Jepsen
SalesforceManaging Director, Wealth and Asset ManagementDavid Breakstone
SlackSenior Solution EngineerPeter Boulos
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