Financial Services Marketing is about more than brand awareness. It’s about staying in front of investors even when they aren’t ready to invest. It’s about ensuring your brokers have the latest information about your products and knowing when and how to best communicate with them. It’s about ensuring wealth advisors have the best available tools to make them want to come to your firm – and help them to effectively grow assets under management. There is a new generation of capabilities creating prospect and customer engagement at a scale that is personalized, content-driven and relevant.
Join Salesforce and Pardot for a look at how financial services firms are driving growth in new and creative ways leveraging the power of integrated marketing and sales. Special guest, Daniel Barker, AVP, Sales Technology at Global Atlantic Financial Group and David Rubinstein, Vice President, Financial Services at Pardot.
Special guest, Daniel Barker, AVP, Sales Technology at Global Atlantic Financial Group will also be sharing how he has scaled his internal team using Salesforce Engage. With the right tools, his team is able to drive better conversations faster and develop stronger relationships to be passed on to Brokers for a quick close in the field.