Wealth Management: Putting Customer Data at the Center of Digital Transformation

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Presented by

Kerry Ryan - Salesforce & Gavin Little-Gill - Appway

About this talk

CRM + CLM in Wealth Management: Putting Customer Data at the Center of Digital Transformation In this webinar, Kerry Ryan, Director Global Go to Market, Wealth & Asset Management at Salesforce, and Appway Partner Manager Gavin Little-Gill argue that CRM and CLM are not to be treated as separate alternatives, but rather as complementary tools to drive advisor productivity, create regulatory compliance by design, and put customers at the center of your business. You’ll learn: * Why CRM + CLM can help drive your digital transformation initiatives * How to better leverage the value of your CRM initiative in key processes, from client onboarding to KYC reviews to serving your customers through different life stages * How financial advisors can exceed customer needs, using Salesforce + Appway as their one-stop shop for all customer interactions

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FNZ is the leading global platform for wealth and asset management. With over $1.5tn in assets under administration, FNZ empowers the world’s leading financial institutions with a unique integrated end-to-end software, technology infrastructure and investment operations platform across North America, Europe and Asia-Pacific. ​ Appway is now part of FNZ