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Empowering Your Financial Advisors With Salesforce

Perficient

DECEMBER 1, 2022

Through Salesforce, of course! Tax season was approaching, and Jane, a Financial Advisor employed by Faux Advisors Group, wanted to target clients and prospects that would benefit from using tax-aware asset allocation (moving high-yield assets to a tax-deferred or exempt account to help decrease taxable income).

Taxes 294
Taxes Customer Experience Marketing Compliance 294
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Surprises from the Consumer Financial Decision Making Conference (Behavioral Economics)

Celent Banking

JUNE 5, 2015

The devil, of course, will be in the details of implementation (an undercurrent running through the conference itself). These “UX” nuances matter, and refining the details of the user experience will be hugely important. Here are a few other tidbits that I’ll expand upon in the full report: People don’t like to pay taxes (no surprise).

Conference 100
Conference Taxes User Experience Nebraska 100
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