Wed, Mar 10 | Four Seasons Hotel Dubai International F

Salesforce for Wealth Management

Learn how the modern wealth manager saves time and builds more relationships
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Salesforce for Wealth Management

Time & Location

Mar 10, 9:00 AM – 11:00 AM GMT+4
Four Seasons Hotel Dubai International F, Building 9, Unit GV09, Level GF Gate Village - المركز التجاريDIFC - دبي - United Arab Emirates

About the Event

Join us at this seminar and learn how the modern financial advisors increases assets under management through building relationships, manages referrals efficiently and spends less time on admin tasks.  

Agenda:
  • 09:00 to 09:30: Coffee / refreshment

Join us for refreshments before. we start the

  • 09:30 to 10:00: Keynote

Presentation about the latest solutions that enables Financial Advisors

  • 10:00 to 10:30: Demo

Live demonstration of the solution

  • 10:30 to 11:00: Networking

Speak to the specialists, ask questions and discuss your individual requirements

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