December 5-6, 2019 | San Francisco, CA
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Keynote Feature
Outstanding Customer Experience In Wealth Management
Customer experience is becoming a big differentiator in wealth management. So how are firms not just going from good to great -- but from great to outstanding in client interaction?
In|Vest West welcomes Ilan Davidovici, Client Experience Leader from Edward Jones to the event’s main stage to define and frame what outstanding CX looks like for today’s client.
Join us to benchmark your CX, and understand how you can transform your business to create a winning client experience.
Ilan Davidovici
Client Experience Leader
Edward Jones
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Join Us in San Francisco
Make your plans before Friday, November 1 will the best ticket rates, hotel and travel deals are available. Visit us online for booking details.
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CONTACT US
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