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See. Know. Act - Profit: Managing and Reducing Customer Churn for Wealth Managers

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Learn how wealth managers can proactively identify which of their clients are at the highest risk of churn through intelligent analytics and how to engage, advise and retain their assets under management via the CRM platform.

Presented by Tableau and Salesforce: Better together for the Financial Services Industry.

 

About the speakers

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Tim Phang

Business Values Services Director, Tableau
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Fred Venturieri

ASEAN Industry Strategy & GTM Lead, Financial Services, Salesforce
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Nassim Chami

Principal Solution Engineer, Salesforce

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