Redefining CRM for the growth-minded RIA
View as Web Page | | | | | | | Learn more with this web seminar. | | | | | | | |
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| | | | | | | Redefining CRM for the growth-minded RIA
Oct. 22, 2020 | 2 PM ET/11 AM PT | | | | Hello Voornaam, | | | | As expectations of advisors continue to evolve, the definition of CRM needs to keep pace to better address the needs of clients. | | | | Learn how Private Ocean uses Financial Services Cloud from Salesforce to meet its high standards for modernization in 2020 and beyond. Join us to: | | | | Hear from and participate in a Q&A with Greg Friedman, a luminary in wealth management Understand why CRM is a critical tool for wealth managers looking to grow and sustain positive client relationships See best in class dashboards and system integrations that deliver real results |
| Register Now | | | Greg Friedman
CEO and Co-Founder
Private Ocean Wealth Management
(Speaker) | | | Andy Wang
Global Head of Wealth and Asset Management
Salesforce
(Speaker) | | | Mike Perkowski
Co-Founder and Partner
New Reality Media, LLC
(Moderator) |
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