9th Annual Digital Integration in Wealth Management 2025

19-20 March 2025 | London

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Jakub Weber

Head of Financial Services Business Line
at Enxoo

Marcin Naliwajko

Partner, Delivery Center
at Enxoo

BOOK A MEETING

Scale Smart in Wealth Management with AI & End-to-End Digitalization

Wealth management is evolving rapidly—rising client expectations, regulatory requirements, and the need for operational efficiency are driving transformation. How can you scale without adding costs while ensuring a seamless, high-value client experience?

At Enxoo, we specialize in helping wealth management firms, banks, and fintechs leverage Salesforce-powered AI and end-to-end solutions to optimize operations, improve service, and drive growth.

Meet our Experts

Connect with Jakub Weber and Marcin Naliwajka to discover how financial firms are leveraging AI and automation to scale efficiently while ensuring seamless client service.

WealthManagement #AI #DigitalTransformation #Automation #EnxooAPIHub #DIWM25A

GET YOUR TICKET AND MEET US

Why meet Enxoo?

✅ Financial Services Cloud – A Ready-to-Use Framework
Salesforce Financial Services Cloud streamlines your business with prebuilt processes covering:

Onboarding & Compliance – Integrated KYC/AML for seamless client management.
Marketing Automation – Data-driven campaigns that drive engagement.
Sales & Service Integration – A unified view for deeper client relationships and advisor efficiency.

✅ Empower Agents with AI-Driven Insights
Agentforce supports advisors by automatically preparing client meeting summaries—including goals, current status, and next steps—saving time and improving engagement.

✅ More Clients, Same Resources
Scaling your business doesn’t have to mean increasing costs. AI and automation allow you to serve more clients without additional staff, directly impacting revenue and efficiency.