SlideShare a Scribd company logo

Building the Integrated Wealth Management Desktop

•
•
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:

Recommended

Transforming the IT and Business Relationship with On-Demand
Transforming the IT and Business Relationship with On-DemandTransforming the IT and Business Relationship with On-Demand
Transforming the IT and Business Relationship with On-Demanddreamforce2006
 
Running Your IT Helpdesk with Salesforce Service & Support
Running Your IT Helpdesk with Salesforce Service & SupportRunning Your IT Helpdesk with Salesforce Service & Support
Running Your IT Helpdesk with Salesforce Service & Supportdreamforce2006
 
Enhancing Sales Effectiveness with the AppExchange
Enhancing Sales Effectiveness with the AppExchangeEnhancing Sales Effectiveness with the AppExchange
Enhancing Sales Effectiveness with the AppExchangedreamforce2006
 
System Overload: Getting Control of Your Data and Sanity
System Overload: Getting Control of Your Data and SanitySystem Overload: Getting Control of Your Data and Sanity
System Overload: Getting Control of Your Data and Sanitydreamforce2006
 
Using AppExchange to Automate Complex Business Processes
Using AppExchange to Automate Complex Business ProcessesUsing AppExchange to Automate Complex Business Processes
Using AppExchange to Automate Complex Business Processesdreamforce2006
 
IT Success with the Winter '07 Release Platform Overview
IT Success with the Winter '07 Release Platform OverviewIT Success with the Winter '07 Release Platform Overview
IT Success with the Winter '07 Release Platform Overviewdreamforce2006
 
How Salesforce.com Uses PRM
How Salesforce.com Uses PRMHow Salesforce.com Uses PRM
How Salesforce.com Uses PRMdreamforce2006
 
Three Use Cases for Service & Support
Three Use Cases for Service & SupportThree Use Cases for Service & Support
Three Use Cases for Service & Supportdreamforce2006
 

Recommended

Transforming the IT and Business Relationship with On-Demand
Transforming the IT and Business Relationship with On-DemandTransforming the IT and Business Relationship with On-Demand
Transforming the IT and Business Relationship with On-Demanddreamforce2006
 
Running Your IT Helpdesk with Salesforce Service & Support
Running Your IT Helpdesk with Salesforce Service & SupportRunning Your IT Helpdesk with Salesforce Service & Support
Running Your IT Helpdesk with Salesforce Service & Supportdreamforce2006
 
Enhancing Sales Effectiveness with the AppExchange
Enhancing Sales Effectiveness with the AppExchangeEnhancing Sales Effectiveness with the AppExchange
Enhancing Sales Effectiveness with the AppExchangedreamforce2006
 
System Overload: Getting Control of Your Data and Sanity
System Overload: Getting Control of Your Data and SanitySystem Overload: Getting Control of Your Data and Sanity
System Overload: Getting Control of Your Data and Sanitydreamforce2006
 
Using AppExchange to Automate Complex Business Processes
Using AppExchange to Automate Complex Business ProcessesUsing AppExchange to Automate Complex Business Processes
Using AppExchange to Automate Complex Business Processesdreamforce2006
 
IT Success with the Winter '07 Release Platform Overview
IT Success with the Winter '07 Release Platform OverviewIT Success with the Winter '07 Release Platform Overview
IT Success with the Winter '07 Release Platform Overviewdreamforce2006
 
How Salesforce.com Uses PRM
How Salesforce.com Uses PRMHow Salesforce.com Uses PRM
How Salesforce.com Uses PRMdreamforce2006
 
Three Use Cases for Service & Support
Three Use Cases for Service & SupportThree Use Cases for Service & Support
Three Use Cases for Service & Supportdreamforce2006
 
Building an Effective Community Strategy with On-Demand and Salesforce
Building an Effective Community Strategy with On-Demand and SalesforceBuilding an Effective Community Strategy with On-Demand and Salesforce
Building an Effective Community Strategy with On-Demand and Salesforcedreamforce2006
 
Tips & Tricks for Building Advanced Workflow
Tips & Tricks for Building Advanced WorkflowTips & Tricks for Building Advanced Workflow
Tips & Tricks for Building Advanced Workflowdreamforce2006
 
Wielding Workflow
Wielding WorkflowWielding Workflow
Wielding Workflowdreamforce2006
 
Best Practices in Measuring Critical Support Metrics
Best Practices in Measuring Critical Support MetricsBest Practices in Measuring Critical Support Metrics
Best Practices in Measuring Critical Support Metricsdreamforce2006
 
Lead Distribution Programs to Optimize Channel Revenue Customer Panel
Lead Distribution Programs to Optimize Channel Revenue Customer PanelLead Distribution Programs to Optimize Channel Revenue Customer Panel
Lead Distribution Programs to Optimize Channel Revenue Customer Paneldreamforce2006
 
AppExchange 101 - Building Custom Apps to Extend Salesforce
AppExchange 101 - Building Custom Apps to Extend SalesforceAppExchange 101 - Building Custom Apps to Extend Salesforce
AppExchange 101 - Building Custom Apps to Extend Salesforcedreamforce2006
 
Integration Strategies in a SaaS Environment
Integration Strategies in a SaaS EnvironmentIntegration Strategies in a SaaS Environment
Integration Strategies in a SaaS Environmentdreamforce2006
 
Extending Your CRM with World-Class Service and Support
Extending Your CRM with World-Class Service and SupportExtending Your CRM with World-Class Service and Support
Extending Your CRM with World-Class Service and Supportdreamforce2006
 
Improving Customer Service with a Branded Self Service Portal
Improving Customer Service with a Branded Self Service PortalImproving Customer Service with a Branded Self Service Portal
Improving Customer Service with a Branded Self Service Portaldreamforce2006
 
Architecting Apps for the AppExchange
Architecting Apps for the AppExchangeArchitecting Apps for the AppExchange
Architecting Apps for the AppExchangedreamforce2006
 
The Path to 100% Adoption
The Path to 100% AdoptionThe Path to 100% Adoption
The Path to 100% Adoptiondreamforce2006
 
How Salesforce.com Uses Service & Support
How Salesforce.com Uses Service & SupportHow Salesforce.com Uses Service & Support
How Salesforce.com Uses Service & Supportdreamforce2006
 
Around the World in 100 Days a Global Deployment Case Study
Around the World in 100 Days a Global Deployment Case StudyAround the World in 100 Days a Global Deployment Case Study
Around the World in 100 Days a Global Deployment Case Studydreamforce2006
 
Best Practices for Integrating with Your ERP
Best Practices for Integrating with Your ERPBest Practices for Integrating with Your ERP
Best Practices for Integrating with Your ERPdreamforce2006
 
Reducing Channel Conflict Through Deal Registration
Reducing Channel Conflict Through Deal RegistrationReducing Channel Conflict Through Deal Registration
Reducing Channel Conflict Through Deal Registrationdreamforce2006
 
Introducing Analytics Mash-ups
Introducing Analytics Mash-upsIntroducing Analytics Mash-ups
Introducing Analytics Mash-upsdreamforce2006
 
Lower TCO and Higher ROI
Lower TCO and Higher ROILower TCO and Higher ROI
Lower TCO and Higher ROIdreamforce2006
 
Competitive Intelligence Best Practices
Competitive Intelligence Best PracticesCompetitive Intelligence Best Practices
Competitive Intelligence Best Practicesdreamforce2006
 
The Dream Team - Getting Involvement Above and Beyond Sales
The Dream Team - Getting Involvement Above and Beyond SalesThe Dream Team - Getting Involvement Above and Beyond Sales
The Dream Team - Getting Involvement Above and Beyond Salesdreamforce2006
 
CIO Roundtable
CIO RoundtableCIO Roundtable
CIO Roundtabledreamforce2006
 
Transforming Wealth Management F I N A L
Transforming Wealth Management F I N A LTransforming Wealth Management F I N A L
Transforming Wealth Management F I N A L
Dreamforce07
 
Transform and Modernize -UK's leading specialists in Pension and Employee Ben...
Transform and Modernize -UK's leading specialists in Pension and Employee Ben...Transform and Modernize -UK's leading specialists in Pension and Employee Ben...
Transform and Modernize -UK's leading specialists in Pension and Employee Ben...
HCL Technologies
 

More Related Content

What's hot

Building an Effective Community Strategy with On-Demand and Salesforce
Building an Effective Community Strategy with On-Demand and SalesforceBuilding an Effective Community Strategy with On-Demand and Salesforce
Building an Effective Community Strategy with On-Demand and Salesforcedreamforce2006
 
Tips & Tricks for Building Advanced Workflow
Tips & Tricks for Building Advanced WorkflowTips & Tricks for Building Advanced Workflow
Tips & Tricks for Building Advanced Workflowdreamforce2006
 
Best Practices in Measuring Critical Support Metrics
Best Practices in Measuring Critical Support MetricsBest Practices in Measuring Critical Support Metrics
Best Practices in Measuring Critical Support Metricsdreamforce2006
 
Lead Distribution Programs to Optimize Channel Revenue Customer Panel
Lead Distribution Programs to Optimize Channel Revenue Customer PanelLead Distribution Programs to Optimize Channel Revenue Customer Panel
Lead Distribution Programs to Optimize Channel Revenue Customer Paneldreamforce2006
 
AppExchange 101 - Building Custom Apps to Extend Salesforce
AppExchange 101 - Building Custom Apps to Extend SalesforceAppExchange 101 - Building Custom Apps to Extend Salesforce
AppExchange 101 - Building Custom Apps to Extend Salesforcedreamforce2006
 
Integration Strategies in a SaaS Environment
Integration Strategies in a SaaS EnvironmentIntegration Strategies in a SaaS Environment
Integration Strategies in a SaaS Environmentdreamforce2006
 
Extending Your CRM with World-Class Service and Support
Extending Your CRM with World-Class Service and SupportExtending Your CRM with World-Class Service and Support
Extending Your CRM with World-Class Service and Supportdreamforce2006
 
Improving Customer Service with a Branded Self Service Portal
Improving Customer Service with a Branded Self Service PortalImproving Customer Service with a Branded Self Service Portal
Improving Customer Service with a Branded Self Service Portaldreamforce2006
 
Architecting Apps for the AppExchange
Architecting Apps for the AppExchangeArchitecting Apps for the AppExchange
Architecting Apps for the AppExchangedreamforce2006
 
The Path to 100% Adoption
The Path to 100% AdoptionThe Path to 100% Adoption
The Path to 100% Adoptiondreamforce2006
 
How Salesforce.com Uses Service & Support
How Salesforce.com Uses Service & SupportHow Salesforce.com Uses Service & Support
How Salesforce.com Uses Service & Supportdreamforce2006
 
Around the World in 100 Days a Global Deployment Case Study
Around the World in 100 Days a Global Deployment Case StudyAround the World in 100 Days a Global Deployment Case Study
Around the World in 100 Days a Global Deployment Case Studydreamforce2006
 
Best Practices for Integrating with Your ERP
Best Practices for Integrating with Your ERPBest Practices for Integrating with Your ERP
Best Practices for Integrating with Your ERPdreamforce2006
 
Reducing Channel Conflict Through Deal Registration
Reducing Channel Conflict Through Deal RegistrationReducing Channel Conflict Through Deal Registration
Reducing Channel Conflict Through Deal Registrationdreamforce2006
 
Introducing Analytics Mash-ups
Introducing Analytics Mash-upsIntroducing Analytics Mash-ups
Introducing Analytics Mash-upsdreamforce2006
 
Lower TCO and Higher ROI
Lower TCO and Higher ROILower TCO and Higher ROI
Lower TCO and Higher ROIdreamforce2006
 
Competitive Intelligence Best Practices
Competitive Intelligence Best PracticesCompetitive Intelligence Best Practices
Competitive Intelligence Best Practicesdreamforce2006
 
The Dream Team - Getting Involvement Above and Beyond Sales
The Dream Team - Getting Involvement Above and Beyond SalesThe Dream Team - Getting Involvement Above and Beyond Sales
The Dream Team - Getting Involvement Above and Beyond Salesdreamforce2006
 

What's hot (20)

Building an Effective Community Strategy with On-Demand and Salesforce
Building an Effective Community Strategy with On-Demand and SalesforceBuilding an Effective Community Strategy with On-Demand and Salesforce
Building an Effective Community Strategy with On-Demand and Salesforce
 
Tips & Tricks for Building Advanced Workflow
Tips & Tricks for Building Advanced WorkflowTips & Tricks for Building Advanced Workflow
Tips & Tricks for Building Advanced Workflow
 
Wielding Workflow
Wielding WorkflowWielding Workflow
Wielding Workflow
 
Best Practices in Measuring Critical Support Metrics
Best Practices in Measuring Critical Support MetricsBest Practices in Measuring Critical Support Metrics
Best Practices in Measuring Critical Support Metrics
 
Lead Distribution Programs to Optimize Channel Revenue Customer Panel
Lead Distribution Programs to Optimize Channel Revenue Customer PanelLead Distribution Programs to Optimize Channel Revenue Customer Panel
Lead Distribution Programs to Optimize Channel Revenue Customer Panel
 
AppExchange 101 - Building Custom Apps to Extend Salesforce
AppExchange 101 - Building Custom Apps to Extend SalesforceAppExchange 101 - Building Custom Apps to Extend Salesforce
AppExchange 101 - Building Custom Apps to Extend Salesforce
 
Integration Strategies in a SaaS Environment
Integration Strategies in a SaaS EnvironmentIntegration Strategies in a SaaS Environment
Integration Strategies in a SaaS Environment
 
Extending Your CRM with World-Class Service and Support
Extending Your CRM with World-Class Service and SupportExtending Your CRM with World-Class Service and Support
Extending Your CRM with World-Class Service and Support
 
Improving Customer Service with a Branded Self Service Portal
Improving Customer Service with a Branded Self Service PortalImproving Customer Service with a Branded Self Service Portal
Improving Customer Service with a Branded Self Service Portal
 
Architecting Apps for the AppExchange
Architecting Apps for the AppExchangeArchitecting Apps for the AppExchange
Architecting Apps for the AppExchange
 
The Path to 100% Adoption
The Path to 100% AdoptionThe Path to 100% Adoption
The Path to 100% Adoption
 
How Salesforce.com Uses Service & Support
How Salesforce.com Uses Service & SupportHow Salesforce.com Uses Service & Support
How Salesforce.com Uses Service & Support
 
Around the World in 100 Days a Global Deployment Case Study
Around the World in 100 Days a Global Deployment Case StudyAround the World in 100 Days a Global Deployment Case Study
Around the World in 100 Days a Global Deployment Case Study
 
Best Practices for Integrating with Your ERP
Best Practices for Integrating with Your ERPBest Practices for Integrating with Your ERP
Best Practices for Integrating with Your ERP
 
Reducing Channel Conflict Through Deal Registration
Reducing Channel Conflict Through Deal RegistrationReducing Channel Conflict Through Deal Registration
Reducing Channel Conflict Through Deal Registration
 
Introducing Analytics Mash-ups
Introducing Analytics Mash-upsIntroducing Analytics Mash-ups
Introducing Analytics Mash-ups
 
Lower TCO and Higher ROI
Lower TCO and Higher ROILower TCO and Higher ROI
Lower TCO and Higher ROI
 
Competitive Intelligence Best Practices
Competitive Intelligence Best PracticesCompetitive Intelligence Best Practices
Competitive Intelligence Best Practices
 
The Dream Team - Getting Involvement Above and Beyond Sales
The Dream Team - Getting Involvement Above and Beyond SalesThe Dream Team - Getting Involvement Above and Beyond Sales
The Dream Team - Getting Involvement Above and Beyond Sales
 
CIO Roundtable
CIO RoundtableCIO Roundtable
CIO Roundtable
 

Viewers also liked

Transforming Wealth Management F I N A L
Transforming Wealth Management F I N A LTransforming Wealth Management F I N A L
Transforming Wealth Management F I N A L
Dreamforce07
 
Transform and Modernize -UK's leading specialists in Pension and Employee Ben...
Transform and Modernize -UK's leading specialists in Pension and Employee Ben...Transform and Modernize -UK's leading specialists in Pension and Employee Ben...
Transform and Modernize -UK's leading specialists in Pension and Employee Ben...
HCL Technologies
 
Wealth transfer_ Looking after the next generation - Wealth Management - Prof...
Wealth transfer_ Looking after the next generation - Wealth Management - Prof...Wealth transfer_ Looking after the next generation - Wealth Management - Prof...
Wealth transfer_ Looking after the next generation - Wealth Management - Prof...Rick Kollauf
 
The Options Vision: A Sustainable Wealth Management System
The Options Vision: A Sustainable Wealth Management SystemThe Options Vision: A Sustainable Wealth Management System
The Options Vision: A Sustainable Wealth Management System
OptionsforHomes
 
Opportunities for Optimism? A New Vision for Value in Asset Management
Opportunities for Optimism? A New Vision for Value in Asset ManagementOpportunities for Optimism? A New Vision for Value in Asset Management
Opportunities for Optimism? A New Vision for Value in Asset Management
State Street
 
Wealthplanned! Financial Plannning and Wealth Management software
Wealthplanned! Financial Plannning and Wealth Management softwareWealthplanned! Financial Plannning and Wealth Management software
Wealthplanned! Financial Plannning and Wealth Management software
CMC Ltd.
 
5 Dangers of Not Using Wealth Management CRM Advisors Websites
5 Dangers of Not Using Wealth Management CRM Advisors Websites5 Dangers of Not Using Wealth Management CRM Advisors Websites
5 Dangers of Not Using Wealth Management CRM Advisors Websites
Maximizer Software
 
The Options Vision: A Sustainable Wealth Management System
The Options Vision: A Sustainable Wealth Management SystemThe Options Vision: A Sustainable Wealth Management System
The Options Vision: A Sustainable Wealth Management System
Jessica Speziale
 
Asset Management Industry APAC
Asset Management Industry APACAsset Management Industry APAC
Asset Management Industry APAC
Eminenture
 
What is islamic wealth management
What is islamic wealth managementWhat is islamic wealth management
What is islamic wealth managementverniss126
 
The Next Level in Wealth Management: Positioning Your Business to Grow
The Next Level in Wealth Management: Positioning Your Business to GrowThe Next Level in Wealth Management: Positioning Your Business to Grow
The Next Level in Wealth Management: Positioning Your Business to Grow
Maximizer Software
 
Islamic wealth planning and management (GE30903)
Islamic wealth planning and management (GE30903)Islamic wealth planning and management (GE30903)
Islamic wealth planning and management (GE30903)emailtoshahed
 
Wealth Management Process
Wealth Management ProcessWealth Management Process
Wealth Management Processgabe001hcun
 
Wealth Management Solutions – An Overview
Wealth Management Solutions – An OverviewWealth Management Solutions – An Overview
Wealth Management Solutions – An Overviewtapabroto_rc
 
Private Banking & Wealth Management - What Clients Want
Private Banking & Wealth Management - What Clients WantPrivate Banking & Wealth Management - What Clients Want
Private Banking & Wealth Management - What Clients Want
Agile Financial Technologies
 
The winners' guide to competing with robo-advisors
The winners' guide to competing with robo-advisorsThe winners' guide to competing with robo-advisors
The winners' guide to competing with robo-advisors
Dragon_Wealth
 
Wealth creation through Mutual Fund SIP
Wealth creation through Mutual Fund SIPWealth creation through Mutual Fund SIP
Wealth creation through Mutual Fund SIP
Nimesh Dedhia
 
Wealth Management
Wealth Management Wealth Management
Wealth Management
Cisco Services
 
What is SIP? (Systematic Investment Planning) slideshare
What is SIP? (Systematic Investment Planning) slideshareWhat is SIP? (Systematic Investment Planning) slideshare
What is SIP? (Systematic Investment Planning) slideshare
Latin Manharlal
 

Viewers also liked (20)

Transforming Wealth Management F I N A L
Transforming Wealth Management F I N A LTransforming Wealth Management F I N A L
Transforming Wealth Management F I N A L
 
Transform and Modernize -UK's leading specialists in Pension and Employee Ben...
Transform and Modernize -UK's leading specialists in Pension and Employee Ben...Transform and Modernize -UK's leading specialists in Pension and Employee Ben...
Transform and Modernize -UK's leading specialists in Pension and Employee Ben...
 
Wealth transfer_ Looking after the next generation - Wealth Management - Prof...
Wealth transfer_ Looking after the next generation - Wealth Management - Prof...Wealth transfer_ Looking after the next generation - Wealth Management - Prof...
Wealth transfer_ Looking after the next generation - Wealth Management - Prof...
 
The Options Vision: A Sustainable Wealth Management System
The Options Vision: A Sustainable Wealth Management SystemThe Options Vision: A Sustainable Wealth Management System
The Options Vision: A Sustainable Wealth Management System
 
Opportunities for Optimism? A New Vision for Value in Asset Management
Opportunities for Optimism? A New Vision for Value in Asset ManagementOpportunities for Optimism? A New Vision for Value in Asset Management
Opportunities for Optimism? A New Vision for Value in Asset Management
 
Moffat Wealth Management Program
Moffat Wealth Management ProgramMoffat Wealth Management Program
Moffat Wealth Management Program
 
Wealthplanned! Financial Plannning and Wealth Management software
Wealthplanned! Financial Plannning and Wealth Management softwareWealthplanned! Financial Plannning and Wealth Management software
Wealthplanned! Financial Plannning and Wealth Management software
 
5 Dangers of Not Using Wealth Management CRM Advisors Websites
5 Dangers of Not Using Wealth Management CRM Advisors Websites5 Dangers of Not Using Wealth Management CRM Advisors Websites
5 Dangers of Not Using Wealth Management CRM Advisors Websites
 
The Options Vision: A Sustainable Wealth Management System
The Options Vision: A Sustainable Wealth Management SystemThe Options Vision: A Sustainable Wealth Management System
The Options Vision: A Sustainable Wealth Management System
 
Asset Management Industry APAC
Asset Management Industry APACAsset Management Industry APAC
Asset Management Industry APAC
 
What is islamic wealth management
What is islamic wealth managementWhat is islamic wealth management
What is islamic wealth management
 
The Next Level in Wealth Management: Positioning Your Business to Grow
The Next Level in Wealth Management: Positioning Your Business to GrowThe Next Level in Wealth Management: Positioning Your Business to Grow
The Next Level in Wealth Management: Positioning Your Business to Grow
 
Islamic wealth planning and management (GE30903)
Islamic wealth planning and management (GE30903)Islamic wealth planning and management (GE30903)
Islamic wealth planning and management (GE30903)
 
Wealth Management Process
Wealth Management ProcessWealth Management Process
Wealth Management Process
 
Wealth Management Solutions – An Overview
Wealth Management Solutions – An OverviewWealth Management Solutions – An Overview
Wealth Management Solutions – An Overview
 
Private Banking & Wealth Management - What Clients Want
Private Banking & Wealth Management - What Clients WantPrivate Banking & Wealth Management - What Clients Want
Private Banking & Wealth Management - What Clients Want
 
The winners' guide to competing with robo-advisors
The winners' guide to competing with robo-advisorsThe winners' guide to competing with robo-advisors
The winners' guide to competing with robo-advisors
 
Wealth creation through Mutual Fund SIP
Wealth creation through Mutual Fund SIPWealth creation through Mutual Fund SIP
Wealth creation through Mutual Fund SIP
 
Wealth Management
Wealth Management Wealth Management
Wealth Management
 
What is SIP? (Systematic Investment Planning) slideshare
What is SIP? (Systematic Investment Planning) slideshareWhat is SIP? (Systematic Investment Planning) slideshare
What is SIP? (Systematic Investment Planning) slideshare
 

Similar to Building the Integrated Wealth Management Desktop

I F F004 Chris Sommers91807
I F F004 Chris Sommers91807I F F004 Chris Sommers91807
I F F004 Chris Sommers91807
Dreamforce07
 
Integrating Salesforce and QuickBooks
Integrating Salesforce and QuickBooksIntegrating Salesforce and QuickBooks
Integrating Salesforce and QuickBooksdreamforce2006
 
Integrating Salesforce and QuickBooks
Integrating Salesforce and QuickBooksIntegrating Salesforce and QuickBooks
Integrating Salesforce and QuickBooksdreamforce2006
 
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive VisibilityAdvanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibilitydreamforce2006
 
M B F010 Plotczyk 091907
M B F010 Plotczyk 091907M B F010 Plotczyk 091907
M B F010 Plotczyk 091907
Dreamforce07
 
Channel Management Best Practices
Channel Management Best PracticesChannel Management Best Practices
Channel Management Best Practicesdreamforce2006
 
Success with Salesforce for Capital Markets
Success with Salesforce for Capital MarketsSuccess with Salesforce for Capital Markets
Success with Salesforce for Capital Marketsdreamforce2006
 
Success with Salesforce for Capital Markets
Success with Salesforce for Capital MarketsSuccess with Salesforce for Capital Markets
Success with Salesforce for Capital Marketsdreamforce2006
 
Building Integrated Marketing Reports and Dashboards
Building Integrated Marketing Reports and DashboardsBuilding Integrated Marketing Reports and Dashboards
Building Integrated Marketing Reports and Dashboardsdreamforce2006
 
Leading the Insurance Industry with On-Demand CRM
Leading the Insurance Industry with On-Demand CRMLeading the Insurance Industry with On-Demand CRM
Leading the Insurance Industry with On-Demand CRMdreamforce2006
 
Social Lending Innovation with Mission Asset Fund
Social Lending Innovation with Mission Asset FundSocial Lending Innovation with Mission Asset Fund
Social Lending Innovation with Mission Asset Fund
Jonathan D'souza
 
Strategies for Measuring and Securing ROI with Salesforce
Strategies for Measuring and Securing ROI with SalesforceStrategies for Measuring and Securing ROI with Salesforce
Strategies for Measuring and Securing ROI with Salesforcedreamforce2006
 
Introducing: The Lightning Experience
Introducing: The Lightning ExperienceIntroducing: The Lightning Experience
Introducing: The Lightning Experience
Dreamforce
 
Trailhead Live: Essential Habits & Core Admin Responsibilities
Trailhead Live: Essential Habits & Core Admin ResponsibilitiesTrailhead Live: Essential Habits & Core Admin Responsibilities
Trailhead Live: Essential Habits & Core Admin Responsibilities
Salesforce Admins
 
Get Started with the Lightning Platform
Get Started with the Lightning PlatformGet Started with the Lightning Platform
Get Started with the Lightning Platform
Developer Force
 
Connected Partner Dreamforce15
Connected Partner Dreamforce15Connected Partner Dreamforce15
Connected Partner Dreamforce15Walt Sepaniac
 
The invisible elephant in PwC
The invisible elephant in PwCThe invisible elephant in PwC
The invisible elephant in PwC
Martin Humpolec
 
Essential Habits for New Admins
Essential Habits for New AdminsEssential Habits for New Admins
Essential Habits for New Admins
Salesforce Admins
 
(DF15) Go Mobile and Embed Service
(DF15) Go Mobile and Embed Service(DF15) Go Mobile and Embed Service
(DF15) Go Mobile and Embed ServiceJonathan Pappas
 
Increasing Customer Wallet Share
Increasing Customer Wallet ShareIncreasing Customer Wallet Share
Increasing Customer Wallet Sharedreamforce2006
 

Similar to Building the Integrated Wealth Management Desktop (20)

I F F004 Chris Sommers91807
I F F004 Chris Sommers91807I F F004 Chris Sommers91807
I F F004 Chris Sommers91807
 
Integrating Salesforce and QuickBooks
Integrating Salesforce and QuickBooksIntegrating Salesforce and QuickBooks
Integrating Salesforce and QuickBooks
 
Integrating Salesforce and QuickBooks
Integrating Salesforce and QuickBooksIntegrating Salesforce and QuickBooks
Integrating Salesforce and QuickBooks
 
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive VisibilityAdvanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
 
M B F010 Plotczyk 091907
M B F010 Plotczyk 091907M B F010 Plotczyk 091907
M B F010 Plotczyk 091907
 
Channel Management Best Practices
Channel Management Best PracticesChannel Management Best Practices
Channel Management Best Practices
 
Success with Salesforce for Capital Markets
Success with Salesforce for Capital MarketsSuccess with Salesforce for Capital Markets
Success with Salesforce for Capital Markets
 
Success with Salesforce for Capital Markets
Success with Salesforce for Capital MarketsSuccess with Salesforce for Capital Markets
Success with Salesforce for Capital Markets
 
Building Integrated Marketing Reports and Dashboards
Building Integrated Marketing Reports and DashboardsBuilding Integrated Marketing Reports and Dashboards
Building Integrated Marketing Reports and Dashboards
 
Leading the Insurance Industry with On-Demand CRM
Leading the Insurance Industry with On-Demand CRMLeading the Insurance Industry with On-Demand CRM
Leading the Insurance Industry with On-Demand CRM
 
Social Lending Innovation with Mission Asset Fund
Social Lending Innovation with Mission Asset FundSocial Lending Innovation with Mission Asset Fund
Social Lending Innovation with Mission Asset Fund
 
Strategies for Measuring and Securing ROI with Salesforce
Strategies for Measuring and Securing ROI with SalesforceStrategies for Measuring and Securing ROI with Salesforce
Strategies for Measuring and Securing ROI with Salesforce
 
Introducing: The Lightning Experience
Introducing: The Lightning ExperienceIntroducing: The Lightning Experience
Introducing: The Lightning Experience
 
Trailhead Live: Essential Habits & Core Admin Responsibilities
Trailhead Live: Essential Habits & Core Admin ResponsibilitiesTrailhead Live: Essential Habits & Core Admin Responsibilities
Trailhead Live: Essential Habits & Core Admin Responsibilities
 
Get Started with the Lightning Platform
Get Started with the Lightning PlatformGet Started with the Lightning Platform
Get Started with the Lightning Platform
 
Connected Partner Dreamforce15
Connected Partner Dreamforce15Connected Partner Dreamforce15
Connected Partner Dreamforce15
 
The invisible elephant in PwC
The invisible elephant in PwCThe invisible elephant in PwC
The invisible elephant in PwC
 
Essential Habits for New Admins
Essential Habits for New AdminsEssential Habits for New Admins
Essential Habits for New Admins
 
(DF15) Go Mobile and Embed Service
(DF15) Go Mobile and Embed Service(DF15) Go Mobile and Embed Service
(DF15) Go Mobile and Embed Service
 
Increasing Customer Wallet Share
Increasing Customer Wallet ShareIncreasing Customer Wallet Share
Increasing Customer Wallet Share
 

More from dreamforce2006

Why We Switched to Unlimited Edition Customer Panel
Why We Switched to Unlimited Edition Customer PanelWhy We Switched to Unlimited Edition Customer Panel
Why We Switched to Unlimited Edition Customer Paneldreamforce2006
 
Trusted Reliability & Performance with the AppExchange Platform
Trusted Reliability & Performance with the AppExchange PlatformTrusted Reliability & Performance with the AppExchange Platform
Trusted Reliability & Performance with the AppExchange Platformdreamforce2006
 
Top Ten AppExchange Apps for Professional Edition
Top Ten AppExchange Apps for Professional EditionTop Ten AppExchange Apps for Professional Edition
Top Ten AppExchange Apps for Professional Editiondreamforce2006
 
Tools to Increase Partner Adoption and Loyalty
Tools to Increase Partner Adoption and LoyaltyTools to Increase Partner Adoption and Loyalty
Tools to Increase Partner Adoption and Loyaltydreamforce2006
 
The Mystery Is Solved Demystifying Integrations
The Mystery Is Solved Demystifying IntegrationsThe Mystery Is Solved Demystifying Integrations
The Mystery Is Solved Demystifying Integrationsdreamforce2006
 
Territory Management Made Simple
Territory Management Made SimpleTerritory Management Made Simple
Territory Management Made Simpledreamforce2006
 
Salesforce PRM, Partner Edition Roadmap
Salesforce PRM, Partner Edition RoadmapSalesforce PRM, Partner Edition Roadmap
Salesforce PRM, Partner Edition Roadmapdreamforce2006
 
Sales ROI Benchmarking
Sales ROI BenchmarkingSales ROI Benchmarking
Sales ROI Benchmarkingdreamforce2006
 
Quote Management Made Easy Through Salesforce and the AppExchange
Quote Management Made Easy Through Salesforce and the AppExchangeQuote Management Made Easy Through Salesforce and the AppExchange
Quote Management Made Easy Through Salesforce and the AppExchangedreamforce2006
 
Packaging It Up Latest Enhancements for App Distribution
Packaging It Up Latest Enhancements for App DistributionPackaging It Up Latest Enhancements for App Distribution
Packaging It Up Latest Enhancements for App Distributiondreamforce2006
 
Open It, Read It, Buy It Email Marketing with the AppExchange
Open It, Read It, Buy It Email Marketing with the AppExchangeOpen It, Read It, Buy It Email Marketing with the AppExchange
Open It, Read It, Buy It Email Marketing with the AppExchangedreamforce2006
 
Next-Generation Native Apps
Next-Generation Native AppsNext-Generation Native Apps
Next-Generation Native Appsdreamforce2006
 
Mobile AppExchange in the Field Great Apps at Work
Mobile AppExchange in the Field Great Apps at WorkMobile AppExchange in the Field Great Apps at Work
Mobile AppExchange in the Field Great Apps at Workdreamforce2006
 
Meet the Product Managers
Meet the Product ManagersMeet the Product Managers
Meet the Product Managersdreamforce2006
 
Meet Salesforce, Your New Employee
Meet Salesforce, Your New EmployeeMeet Salesforce, Your New Employee
Meet Salesforce, Your New Employeedreamforce2006
 
Manage What You Measure Lessons from Dashboard Pros
Manage What You Measure Lessons from Dashboard ProsManage What You Measure Lessons from Dashboard Pros
Manage What You Measure Lessons from Dashboard Prosdreamforce2006
 
Leveraging Your Customer Service Function to Drive Sales
Leveraging Your Customer Service Function to Drive SalesLeveraging Your Customer Service Function to Drive Sales
Leveraging Your Customer Service Function to Drive Salesdreamforce2006
 
Instant Stardom How to Build Executive Dashboards
Instant Stardom How to Build Executive DashboardsInstant Stardom How to Build Executive Dashboards
Instant Stardom How to Build Executive Dashboardsdreamforce2006
 
Inside the Enterprise Case Studies of Customer Apps
Inside the Enterprise Case Studies of Customer AppsInside the Enterprise Case Studies of Customer Apps
Inside the Enterprise Case Studies of Customer Appsdreamforce2006
 
Information Peer Pressure
Information Peer PressureInformation Peer Pressure
Information Peer Pressuredreamforce2006
 

More from dreamforce2006 (20)

Why We Switched to Unlimited Edition Customer Panel
Why We Switched to Unlimited Edition Customer PanelWhy We Switched to Unlimited Edition Customer Panel
Why We Switched to Unlimited Edition Customer Panel
 
Trusted Reliability & Performance with the AppExchange Platform
Trusted Reliability & Performance with the AppExchange PlatformTrusted Reliability & Performance with the AppExchange Platform
Trusted Reliability & Performance with the AppExchange Platform
 
Top Ten AppExchange Apps for Professional Edition
Top Ten AppExchange Apps for Professional EditionTop Ten AppExchange Apps for Professional Edition
Top Ten AppExchange Apps for Professional Edition
 
Tools to Increase Partner Adoption and Loyalty
Tools to Increase Partner Adoption and LoyaltyTools to Increase Partner Adoption and Loyalty
Tools to Increase Partner Adoption and Loyalty
 
The Mystery Is Solved Demystifying Integrations
The Mystery Is Solved Demystifying IntegrationsThe Mystery Is Solved Demystifying Integrations
The Mystery Is Solved Demystifying Integrations
 
Territory Management Made Simple
Territory Management Made SimpleTerritory Management Made Simple
Territory Management Made Simple
 
Salesforce PRM, Partner Edition Roadmap
Salesforce PRM, Partner Edition RoadmapSalesforce PRM, Partner Edition Roadmap
Salesforce PRM, Partner Edition Roadmap
 
Sales ROI Benchmarking
Sales ROI BenchmarkingSales ROI Benchmarking
Sales ROI Benchmarking
 
Quote Management Made Easy Through Salesforce and the AppExchange
Quote Management Made Easy Through Salesforce and the AppExchangeQuote Management Made Easy Through Salesforce and the AppExchange
Quote Management Made Easy Through Salesforce and the AppExchange
 
Packaging It Up Latest Enhancements for App Distribution
Packaging It Up Latest Enhancements for App DistributionPackaging It Up Latest Enhancements for App Distribution
Packaging It Up Latest Enhancements for App Distribution
 
Open It, Read It, Buy It Email Marketing with the AppExchange
Open It, Read It, Buy It Email Marketing with the AppExchangeOpen It, Read It, Buy It Email Marketing with the AppExchange
Open It, Read It, Buy It Email Marketing with the AppExchange
 
Next-Generation Native Apps
Next-Generation Native AppsNext-Generation Native Apps
Next-Generation Native Apps
 
Mobile AppExchange in the Field Great Apps at Work
Mobile AppExchange in the Field Great Apps at WorkMobile AppExchange in the Field Great Apps at Work
Mobile AppExchange in the Field Great Apps at Work
 
Meet the Product Managers
Meet the Product ManagersMeet the Product Managers
Meet the Product Managers
 
Meet Salesforce, Your New Employee
Meet Salesforce, Your New EmployeeMeet Salesforce, Your New Employee
Meet Salesforce, Your New Employee
 
Manage What You Measure Lessons from Dashboard Pros
Manage What You Measure Lessons from Dashboard ProsManage What You Measure Lessons from Dashboard Pros
Manage What You Measure Lessons from Dashboard Pros
 
Leveraging Your Customer Service Function to Drive Sales
Leveraging Your Customer Service Function to Drive SalesLeveraging Your Customer Service Function to Drive Sales
Leveraging Your Customer Service Function to Drive Sales
 
Instant Stardom How to Build Executive Dashboards
Instant Stardom How to Build Executive DashboardsInstant Stardom How to Build Executive Dashboards
Instant Stardom How to Build Executive Dashboards
 
Inside the Enterprise Case Studies of Customer Apps
Inside the Enterprise Case Studies of Customer AppsInside the Enterprise Case Studies of Customer Apps
Inside the Enterprise Case Studies of Customer Apps
 
Information Peer Pressure
Information Peer PressureInformation Peer Pressure
Information Peer Pressure
 

Recently uploaded

USDA Loans in California: A Comprehensive Overview.pptx
USDA Loans in California: A Comprehensive Overview.pptxUSDA Loans in California: A Comprehensive Overview.pptx
USDA Loans in California: A Comprehensive Overview.pptx
marketing367770
 
Chương 6. Ancol - phenol - ether (1).pdf
Chương 6. Ancol - phenol - ether (1).pdfChương 6. Ancol - phenol - ether (1).pdf
Chương 6. Ancol - phenol - ether (1).pdf
va2132004
 
how to sell pi coins at high rate quickly.
how to sell pi coins at high rate quickly.how to sell pi coins at high rate quickly.
how to sell pi coins at high rate quickly.
DOT TECH
 
Summary of financial results for 1Q2024
Summary of financial results for 1Q2024Summary of financial results for 1Q2024
Summary of financial results for 1Q2024
InterCars
 
一比一原版BCU毕业证伯明翰城市大学毕业证成绩单如何办理
一比一原版BCU毕业证伯明翰城市大学毕业证成绩单如何办理一比一原版BCU毕业证伯明翰城市大学毕业证成绩单如何办理
一比一原版BCU毕业证伯明翰城市大学毕业证成绩单如何办理
ydubwyt
 
what is a pi whale and how to access one.
what is a pi whale and how to access one.what is a pi whale and how to access one.
what is a pi whale and how to access one.
DOT TECH
 
how can I sell/buy bulk pi coins securely
how can I sell/buy bulk pi coins securelyhow can I sell/buy bulk pi coins securely
how can I sell/buy bulk pi coins securely
DOT TECH
 
How to get verified on Coinbase Account?_.docx
How to get verified on Coinbase Account?_.docxHow to get verified on Coinbase Account?_.docx
How to get verified on Coinbase Account?_.docx
Buy bitget
 
Financial Assets: Debit vs Equity Securities.pptx
Financial Assets: Debit vs Equity Securities.pptxFinancial Assets: Debit vs Equity Securities.pptx
Financial Assets: Debit vs Equity Securities.pptx
Writo-Finance
 
managementaccountingunitiv-230422140105-dd17d80b.ppt
managementaccountingunitiv-230422140105-dd17d80b.pptmanagementaccountingunitiv-230422140105-dd17d80b.ppt
managementaccountingunitiv-230422140105-dd17d80b.ppt
SuseelaPalanimuthu
 
Poonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit Card
Poonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit CardPoonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit Card
Poonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit Card
nickysharmasucks
 
Intro_Economics_ GPresentation Week 4.pptx
Intro_Economics_ GPresentation Week 4.pptxIntro_Economics_ GPresentation Week 4.pptx
Intro_Economics_ GPresentation Week 4.pptx
shetivia
 
Webinar Exploring DORA for Fintechs - Simont Braun
Webinar Exploring DORA for Fintechs - Simont BraunWebinar Exploring DORA for Fintechs - Simont Braun
Webinar Exploring DORA for Fintechs - Simont Braun
FinTech Belgium
 
234Presentation on Indian Debt Market.ppt
234Presentation on Indian Debt Market.ppt234Presentation on Indian Debt Market.ppt
234Presentation on Indian Debt Market.ppt
PravinPatil144525
 
US Economic Outlook - Being Decided - M Capital Group August 2021.pdf
US Economic Outlook - Being Decided - M Capital Group August 2021.pdfUS Economic Outlook - Being Decided - M Capital Group August 2021.pdf
US Economic Outlook - Being Decided - M Capital Group August 2021.pdf
pchutichetpong
 
Turin Startup Ecosystem 2024 - Ricerca sulle Startup e il Sistema dell'Innov...
Turin Startup Ecosystem 2024 - Ricerca sulle Startup e il Sistema dell'Innov...Turin Startup Ecosystem 2024 - Ricerca sulle Startup e il Sistema dell'Innov...
Turin Startup Ecosystem 2024 - Ricerca sulle Startup e il Sistema dell'Innov...
Quotidiano Piemontese
 
how can i use my minded pi coins I need some funds.
how can i use my minded pi coins I need some funds.how can i use my minded pi coins I need some funds.
how can i use my minded pi coins I need some funds.
DOT TECH
 
What website can I sell pi coins securely.
What website can I sell pi coins securely.What website can I sell pi coins securely.
What website can I sell pi coins securely.
DOT TECH
 
The secret way to sell pi coins effortlessly.
The secret way to sell pi coins effortlessly.The secret way to sell pi coins effortlessly.
The secret way to sell pi coins effortlessly.
DOT TECH
 
when will pi network coin be available on crypto exchange.
when will pi network coin be available on crypto exchange.when will pi network coin be available on crypto exchange.
when will pi network coin be available on crypto exchange.
DOT TECH
 

Recently uploaded (20)

USDA Loans in California: A Comprehensive Overview.pptx
USDA Loans in California: A Comprehensive Overview.pptxUSDA Loans in California: A Comprehensive Overview.pptx
USDA Loans in California: A Comprehensive Overview.pptx
 
Chương 6. Ancol - phenol - ether (1).pdf
Chương 6. Ancol - phenol - ether (1).pdfChương 6. Ancol - phenol - ether (1).pdf
Chương 6. Ancol - phenol - ether (1).pdf
 
how to sell pi coins at high rate quickly.
how to sell pi coins at high rate quickly.how to sell pi coins at high rate quickly.
how to sell pi coins at high rate quickly.
 
Summary of financial results for 1Q2024
Summary of financial results for 1Q2024Summary of financial results for 1Q2024
Summary of financial results for 1Q2024
 
一比一原版BCU毕业证伯明翰城市大学毕业证成绩单如何办理
一比一原版BCU毕业证伯明翰城市大学毕业证成绩单如何办理一比一原版BCU毕业证伯明翰城市大学毕业证成绩单如何办理
一比一原版BCU毕业证伯明翰城市大学毕业证成绩单如何办理
 
what is a pi whale and how to access one.
what is a pi whale and how to access one.what is a pi whale and how to access one.
what is a pi whale and how to access one.
 
how can I sell/buy bulk pi coins securely
how can I sell/buy bulk pi coins securelyhow can I sell/buy bulk pi coins securely
how can I sell/buy bulk pi coins securely
 
How to get verified on Coinbase Account?_.docx
How to get verified on Coinbase Account?_.docxHow to get verified on Coinbase Account?_.docx
How to get verified on Coinbase Account?_.docx
 
Financial Assets: Debit vs Equity Securities.pptx
Financial Assets: Debit vs Equity Securities.pptxFinancial Assets: Debit vs Equity Securities.pptx
Financial Assets: Debit vs Equity Securities.pptx
 
managementaccountingunitiv-230422140105-dd17d80b.ppt
managementaccountingunitiv-230422140105-dd17d80b.pptmanagementaccountingunitiv-230422140105-dd17d80b.ppt
managementaccountingunitiv-230422140105-dd17d80b.ppt
 
Poonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit Card
Poonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit CardPoonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit Card
Poonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit Card
 
Intro_Economics_ GPresentation Week 4.pptx
Intro_Economics_ GPresentation Week 4.pptxIntro_Economics_ GPresentation Week 4.pptx
Intro_Economics_ GPresentation Week 4.pptx
 
Webinar Exploring DORA for Fintechs - Simont Braun
Webinar Exploring DORA for Fintechs - Simont BraunWebinar Exploring DORA for Fintechs - Simont Braun
Webinar Exploring DORA for Fintechs - Simont Braun
 
234Presentation on Indian Debt Market.ppt
234Presentation on Indian Debt Market.ppt234Presentation on Indian Debt Market.ppt
234Presentation on Indian Debt Market.ppt
 
US Economic Outlook - Being Decided - M Capital Group August 2021.pdf
US Economic Outlook - Being Decided - M Capital Group August 2021.pdfUS Economic Outlook - Being Decided - M Capital Group August 2021.pdf
US Economic Outlook - Being Decided - M Capital Group August 2021.pdf
 
Turin Startup Ecosystem 2024 - Ricerca sulle Startup e il Sistema dell'Innov...
Turin Startup Ecosystem 2024 - Ricerca sulle Startup e il Sistema dell'Innov...Turin Startup Ecosystem 2024 - Ricerca sulle Startup e il Sistema dell'Innov...
Turin Startup Ecosystem 2024 - Ricerca sulle Startup e il Sistema dell'Innov...
 
how can i use my minded pi coins I need some funds.
how can i use my minded pi coins I need some funds.how can i use my minded pi coins I need some funds.
how can i use my minded pi coins I need some funds.
 
What website can I sell pi coins securely.
What website can I sell pi coins securely.What website can I sell pi coins securely.
What website can I sell pi coins securely.
 
The secret way to sell pi coins effortlessly.
The secret way to sell pi coins effortlessly.The secret way to sell pi coins effortlessly.
The secret way to sell pi coins effortlessly.
 
when will pi network coin be available on crypto exchange.
when will pi network coin be available on crypto exchange.when will pi network coin be available on crypto exchange.
when will pi network coin be available on crypto exchange.
 

Building the Integrated Wealth Management Desktop

  • 1. Building the Integrated Wealth Management Desktop Mark Abramowitz, salesforce.com Director of Product Management, Financial Services Track: Financial Services
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11. Mark Abramowitz Director of Product Management, Financial Services QUESTION & ANSWER SESSION
  • 12.
  • 13.