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