9th Annual Digital Integration in Wealth Management 2025

19-20 March 2025 | London

DOWIEDZ SIĘ WIĘCEJ

Jakub Weber

Head of Financial Services Business Line
w Enxoo

Marcin Naliwajko

Partner, Delivery Center
w Enxoo

UMÓW SPOTKANIE

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 i 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

ZAREJESTRUJ SIĘ I DOŁĄCZ DO NAS

Dlaczego 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.
Automatyzacja marketingu – 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.