Time is TBD | Four Seasons Hotel DIFC

Salesforce for Wealth Management

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

Time & Location

Time is TBD
Four Seasons Hotel DIFC, 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
  • 09:30 to 10:00: Keynote
  • 10:00 to 10:30: Demo
  • 10:30 to 11:00: Networking

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