Join us for an insightful webinar featuring industry experts Barney Haywood from Futureform and Iwan Schafthuizen from Ortec Finance.
In this session, Barney Haywood, Futureform and Iwan Schafthuizen, Ortec Finance will share insights on:
✅ Using AI to automate & personalise Advice – Use Agentforce to streamline client communication and identify proactive advice opportunities.
✅ Monitoring & Adapting Financial Plans – Use OPAL to track progress and Agentforce to make recommendations based on life changes to keep clients on course.
✅ Balancing Compliance & Client Goals – Align regulatory obligations with superior financial outcomes.
They will explore how Salesforce’s Agentforce and OPAL can transform the wealth management landscape, enabling professionals to provide exceptional ongoing advice that not only strengthens client relationships but also meets Consumer Duty standards. Discover how Agentforce can revolutionize your approach to client communication by automating interactions, identifying new advice opportunities, and fostering personalized connections that enhance client loyalty.
Additionally, learn how OPAL can help you track client progress, adapt financial plans to accommodate life changes, and provide continuous support, ensuring that clients remain on course to achieve their financial aspirations.
This webinar is designed for financial advisors, wealth managers, and industry professionals seeking to align client objectives with regulatory requirements while delivering outstanding financial results. Join us to gain practical insights and strategies that will empower you to navigate the evolving world of wealth management with confidence. Don’t miss this opportunity to enhance your skills and elevate your practice!