Wine Tasting

Escalating Wealth & Asset Revenue Capabilities with Tableau CRM

Thursday, April 28th, 6-7:15pm ET

Escalating Wealth & Asset Revenue Capabilities with Tableau CRM.

Topics Include:

  • Trends in how wealth & asset management organizations are harnessing the power of AI/ML, including top use cases.
  • A demo of Salesforce’s analytics and AI solutions for advisors and executives

Join Salesforce and Atrium in an engaging conversation as we discuss how the leaders in wealth & asset management are driving predictable growth by leveraging Salesforce analytics and AI solutions. We will cover topics that our customers are tackling, such as predicting client churn risk and the likelihood of advisors adding assets to accounts. 

*The deadline for receiving the complimentary wine sample for tasing has passed. But please grab a glass of your favorite libation and join us for a lively conversation.  

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This event has ended.