In return for sharing their information, clients predict extra personalization from their monetary advisors. On the similar time, the method for monetary advisors to entry information and insights will be sluggish and painful. Find out how Einstein Analytics for Monetary Providers from Salesforce might help increase each monetary advisor with actionable, AI-powered insights proper the place they work. This webinar will cowl the options out there at the moment via the lens of end-to-end product demos and buyer tales.
You’ll study:
Which metrics and insights are most essential for monetary advisors
How Einstein Analytics for Monetary Providers might help you develop your ebook of enterprise and deepen consumer relationships
How wealth advisors are getting probably the most out of analytics options
CFP, CIMA®, CPWA®, and AEP® CE Credit have been utilized for and are pending approval.
Susan Emerson - Presenter
Space Vice President - Einstein Analytics: World Gross sales and Market Growth
Salesforce
Invoice Reich - Presenter
Director - Einstein Analytics Specialists
Salesforce
David Armstrong - Moderator
Editor-in-Chief and Govt Director of Content material and Consumer Engagement
WealthManagement.com
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