Barney Haywood VP, European Salesforce Practice Lead
Jonny Rose Head of Content at Idio
In 35 minutes you will learn:
THE practical steps needed to build a robust MiFID II compliant programme and culture
HOW to set up your Salesforce dashboards for improved client onboarding and reporting
WHAT technologies leading asset managers use for client insight and predictive intelligence
Today’s asset management clients expect you to treat them consistently across all digital channels and present them with offers that are welcome, relevant and personalized. If that wasn’t difficult enough, the compliance deadline for MiFID II is only six months away.
Asset managers need to simultaneously make sure they meet the obligations of the regulation and continue innovating to compete against new competitors and meet client expectations and needs.
In this webinar, Barney Haywood, VP Salesforce Practice Lead at LiquidHub and Jonny Rose, Head of Content at Idio, will draw upon recent client examples and best practices to show how high-performing asset managers are using Salesforce to become MiFID II compliant and identify sales opportunities and personalize communications.