The current crisis has reinforced the importance of trust and transparency across the wealth management industry. The upcoming deadline of SEC Regulation Best Interest already had advisors engaging clients differently in this new digital reality. Now, with COVID-19, advisors and firms have the additional challenge of a work from home environment and the need for compliant communications.
In this webinar hear how:
- COVID-19 has impacted wealth management firms
- SEC Reg BI is reshaping how advisors and firms engage with their clients
- Salesforce can help firms respond to this new landscape to better connect with their clients
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Andy Wang
Global Head of Wealth and Asset Management
Salesforce
Patrick Quackenbush
Principal Solution Engineer
Salesforce
Greg Beltzer
Vice President, Advisor Platform and Technology
RBC Wealth Management
David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com