With rising regulatory expectations and an emphasis on client-centric practices, consumer duty has become a pivotal focus for wealth managers. In this on-demand video, Barney Haywood, Co-founder of Futureform, joins Jonathan Warren, Head of Innovation at Atlus, and Aman Virk, Senior Director of Customer Transformation at Salesforce, to unpack the impact of consumer duty on the industry.
Tune in as they explore the Salesforce perspective on compliance, the future of client experience, and how Futureform is leading the way in helping wealth managers align with these new standards.
Speakers:
- Barney Haywood, Co-founder of Futureform
- Jonathan Warren, Head of Innovation at Atlus
- Aman Virk, Senior Director of Customer Transformation at Salesforce
Click here to visit Futureform's website to watch the video.
