The document discusses business challenges for wealth management firms and pain points for financial advisors. It introduces Salesforce for Wealth Management as a solution to help address these issues by allowing advisors to better manage clients and activities, comply with regulations, and grow their business. A demo is then shown of how the software can be used to initiate client actions, schedule meetings, and access client data across devices to serve households holistically.

1. Building the Integrated Wealth Management Desktop Mark Abramowitz, salesforce.com Director of Product Management, Financial Services Track: Financial Services

11. Mark Abramowitz Director of Product Management, Financial Services QUESTION & ANSWER SESSION