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Building the Integrated Wealth Management Desktop

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dreamforce2006
dreamforce2006

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.

Economy & FinanceBusiness
1 of 13
Building the Integrated Wealth Management Desktop Mark Abramowitz, salesforce.com Director of Product Management, Financial Services Track: Financial Services
Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object]
Business Challenges and Financial Advisor Pain Points ,[object Object],[object Object],Financial Advisor Pain Points ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Client Data and Sharing Model ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Individual
Client and Activity Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Event Team View Action Plans
List Management and Campaign Management ,[object Object],[object Object],[object Object],[object Object],Activity Console Client Console
Compliance and Integration Services ,[object Object],[object Object],[object Object],[object Object],[object Object]
Salesforce for Wealth Management Demo ,[object Object],[object Object],[object Object]
Salesforce for Wealth Management ,[object Object],[object Object],[object Object],[object Object]
Mark Abramowitz Director of Product Management, Financial Services QUESTION & ANSWER SESSION
Don’t miss … ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 209, #### For example, “ Session 209, 5555 ” Session ID: 209 Session ID # Scores for 4 categories SMS Voting powered by:

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