How Calamos Investments Reshapes Advisor Relationships in the Digital World

Logo
Presented by

Chris Howard, Digital Marketing and Design | Andy Simmons, Predictive & Analytics | Thomas McCorkle, Success Specialist

About this talk

For decades the financial services industry has created deep relationships in-person, today they need to build those personal connections online. Join Chris Howard, Vice President Digital Marketing and Design, of Calamos Investments to hear how they are reshaping the digital relationship with their advisors. Learn to take the in-person relationship online, utilize Predictive Intelligence and Marketing Cloud to personalize and automate digital interactions and extend use cases with Accelerators to drive additional segmentation and up-sell opportunities.
Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (97)
Subscribers (76666)
Salesforce makes cloud-based software designed to help businesses find more prospects, close more deals, and wow customers with amazing service. Customer 360, our complete suite of products, unites your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information, helping you grow relationships with customers and employees alike. Register to listen to on-demand webinars at any time. Whatever your business needs, you'll find a wealth of knowledge and business insights.