Agentforce for Wealth Management: Unlocking Personalized Experiences at Scale
In the world of wealth management, personalized advice and proactive service are paramount. But as client expectations rise and portfolio
Valerie Weis is a financial services expert with nearly 20 years of industry experience spanning retail banking, business banking, wealth and asset management, and advanced solutions like Salesforce and nCino. As the Financial Services Industry Lead at Atrium, Valerie is instrumental in driving innovation within banking and wealth management, leveraging her deep industry knowledge to enhance client experiences and empower businesses with strategic tools. She is also a member of Salesforce’s Partner Advisory Board for Financial Services, where she helps shape the future of financial technology.
In the world of wealth management, personalized advice and proactive service are paramount. But as client expectations rise and portfolio
In today’s world of instant gratification, customer expectations are soaring. People demand instant, personalized service, available around the clock. Imagine
Remember when Salesforce first launched Financial Services Cloud in 2016? The managed package brought a standardized data model that revolutionized
The wealth management world is a whirlwind of change. Client expectations are soaring, digital innovation is accelerating, and regulations are
The annual budget showdown is upon us, and vying for resources to fuel your CRM or data analytics project can
In the fast-paced world of financial services, data is your most valuable asset. But are you truly maximizing its potential?
Loan officers navigate a dynamic lending landscape, constantly adapting to changing regulations, evolving client expectations, and the need to streamline
In today’s information age, a challenge confronts banks — how to gain a clear, reliable, and accurate view of their