Incloud is organizing a Panel Discussion in partnership with Wealth Professionals Canada and Salesforce, broadcasted live on December 1 at noon EST.
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The state of the financial services industry in 2022 is one of rapid change and fierce competition. The newest generation of investors has higher expectations from its advisors as it becomes more technologically savvy and increasingly adopts self-management financial strategies.
In addition, the rise of robo-investing is making a massive impact on the traditional financial advisor model; as data becomes its own form of currency, the role of advisors is essentially evolving in real-time.
As companies embrace digital transformation strategies to stay relevant, they must also optimize their technology-driven processes for their investors. By offering a more humanized, 1-on-1 customer experience while leveraging digitization and automation, financial advisors and investors alike can be empowered to surpass expectations.
Annamaria Testani is a visionary executive with over 20 years experience in retail investment distribution and manufacturing to delivering improved customer experience. Known as an agent of transformation in diverse aspects of sales management, product development, marketing, digitalization, culture transformation and operational efficiencies.
In his role at Salesforce, Cory works closely with Sales, Marketing, Customer Success, Enablement, Product & Innovation teams to support the digital transformation and business growth of both wealth and asset management firms globally.
Cory has over 19 years of financial services industry experience, with focus on RIA custody platforms and brokerage operations. Prior to joining Salesforce, Cory led Digital Service Product Strategy at TD Ameritrade Institutional, where he implemented AI and chat functions across advisor platforms. Previously, Cory helped launch Scottrade Advisor Services as the AVP of Advisor Programs & Product Strategy, where he had responsibility for strategic vision, integrations, and the technology roadmap. He was also responsible for Scottrade’s conversion into TD Ameritrade’s Institutional business unit following TD’s acquisition of Scottrade in 2017.