PRESENTERS

Ilan Davidovici
Global Lead

Wealth & Asset Management

Salesforce

Steven Fogle
Principal

Deloitte Digital

Jerrod Summers
Director

Business Development

USAA

John Funge
SVP

Product Management

WealthEngine

John Almeida
GTM Lead

Financial Services Cloud

Salesforce

MODERATOR

David Armstrong
Editor-in-Chief
WealthManagement.com

Advisors: Who Are Your Clients?

How Relationship Intelligence Can Identify, Automate and Strengthen Client Engagements

Tuesday, June 27, 2017 | 2:00 p.m. ET

If you think you know your clients based solely on their finances - you're wrong. A deep understanding of client relationships, roles, households, and goals is key to exceeding client expectations and locking in client trust from one generation to the next. Don’t miss our live webinar with Deloitte and Salesforce customer, USAA, to learn how relationship intelligence can help wealth managers better understand their clients’ needs.

Plus, you’ll see a live demo of WealthEngine and Salesforce Financial Services Cloud including:

• Robust Client Profiles designed to provide a single view of the client including financial accounts, goals and relationship networks
• Persona-Based Analytics that break up an advisor's book of business into smart client-focused segments
• Automated Engagements delivered at the right time throughout a client's financial life journey

The NAEPC has approved this program for one (1) general CE credit hour for the AEP^® designation program.

CFP CE Credits have been applied for and are pending approval.

IMCA CE Credits have been applied for and are pending approval.