On-Demand Webinar

How Wealth Managers can manage and reduce customer churn using Tableau and Salesforce

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.

This is part of the solutions for today’s state of the world webinar series.

About the speaker

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Nassim Chami

Principal Solution Engineer, Salesforce

Nassim is a Principal Solution Engineer at Salesforce specialising in Einstein Analytics leveraging AI/ML capabilities for sales and customer service users in Australia. He has more than a decades' experience in the Middle East and Asia-Pacfic at Global Software OEMs including Oracle and Microsoft in customer consulting. Outside of work he enjoys keeping himself active, particularly playing basketball as well as travelling to find new experiences.

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