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How to Win in Wealth & Asset Management: Modernize Your Firm
Role: Marketing, Sales
Industry: Financial Services
Product: Agentforce Financial Services, Agentforce Manufacturing
Session Type: Breakout
Speakers
Head of Technology, RBC Wealth Management
GM/VP Wealth and Asset Management, Salesforce
Vice President, Head of Technology Solutions Consulting, Fidelity Investments
Director -Product Owner, Salesforce, Columbia Threadneedle Investments
- Thursday, Sep 2211:30 AM - 12:10 PM PDT(6:30 PM - 7:10 PM GMT)Room 3018 (Moscone West, Level 3)