How Calamos Investments Reshapes Advisor Relationships in the Digital World

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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.
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