The conference gathers the entire Salesforce community in one place, by bringing together thought leaders, industry pioneers and thousands of peers for four high-energy days of learning and inspiration.

Iwan Schafthuizen, Managing Director Business Development at Ortec Finance, will be speaking at Dreamforce. This presentation will be held together with John O’Driscoll – Head of Division, Business Development & Advice at St. James’s Place Wealth Management and Sander Daniels – Regional VP, Financial Services EMEA, Salesforce.

Iwan will discuss how the use of a Goal-based planning framework led to an increase in investor wealth of more than 15%. He will also demonstrate OPAL, a leading software solution for financial institutions globally, providing (financial) goal-based planning models that enable people to manage the complexity of investment decision making. Since February 2019, OPAL – has been integrated into the Salesforce AppExchange, the world’s leading enterprise cloud marketplace.

To understand more about OPAL capabilities, click here.

Please feel free to visit us at the conference until November 22.

If you would like to learn more about the event, please feel free to visit their website.

We hope to see you there!

See original article: https://www.ortecfinance.com/en/about-us/news-and-events/dreamforce-2019