Companies like yours are looking to increase loyalty and client engagement, while accelerating productivity and growing AUM, in a simple, yet efficient manner. Join us and discover how companies are leveraging the Salesforce platform and our partners — in all stages of the sales, on-boarding, and regulatory process— to deliver an effortless experience for your clients. Expect the future, today.
3:00 – 3:30pm Trends Shaping the Asset Management Industry
3:30 – 3:45pm The Future of Financial Services Technology
3:45 – 4:15pm One-Click Onboarding with Skience
4:15 – 4:30pm Customer Panel
4:30 – 5:00pm Networking & Cocktails
75 Lower Simcoe Street, Toronto, ON M5J 3A6, Canada
Wed, 27 September, 2017, 3:00 pm