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Actionable Account Data with Schwab OpenView Gateway® and Salentica CRM

Session Speakers
Session Description

Why Attend
Learn how Schwab OpenView Gateway® can make your client account data actionable in Salentica’s customer relationship management (CRM) platform to improve client service and compliance, while freeing up time for your staff.

Session Details
Increased regulatory oversight makes it important for advisors to monitor and take actions on account alerts and exceptions to account policies, such as maintaining a minimum account cash balance. Salentica CRM’s integration with Schwab OpenView Gateway enables advisors to stay on top of alerts and automate required actions to ensure timely and consistent actions, without tying up staff to manually monitor for exceptions. Learn how Salentica’s CRM can serve as the hub for all your client management and business development needs.

Seating for this session is at capacity, however standing room is still available.

Additional Information
Not Available
Showcase Stage Presentation
30m
Session Schedule