The Effortless Customer Experience for Asset Management

We invite you to join us at The Delta Toronto Hotel, on the afternoon of September 27th, to learn about how Salesforce's cutting-edge technology can positively impact your operations, and ultimately, your client experience.

Companies like yours are looking to increase loyalty and client engagement, while accelerating productivity and growing AUM, in a simple, yet efficient manner. Join us and discover how companies are leveraging the Salesforce platform and our partners — in all stages of the sales, on-boarding, and regulatory process— to deliver an effortless experience for your clients. Expect the future, today.

Date: Wednesday, September 27th, 2017
Time: 2:30 — 5:00pm
Venue: Delta Toronto Hotel | SOCO Ballroom (3rd Floor) | 75 Lower Simcoe St, Toronto, ON M5J 3A6, Canada

Agenda:

2:30 — 3:00pm Registration & Coffee

3:00 — 3:30pm Trends Shaping the Asset Management Industry

3:45 — 4:15pm One-Click Onboarding with Skience

4:15 — 4:45pm Simpplr: Salesforce Social Intranet

4:45 — 5:00pm Customer Panel

5:00 — 6:00pm Drinks & Networking

Speakers:

Ilan Davidovici Global Head of Asset Management, Salesforce

Frank Lama Lead Solution Engineer, Salesforce

Sanjeev Kumar CEO, Athene Group