In our exclusive webinar, Barney Haywood (Futureform) and Iwan Schafthuizen (Ortec Finance) explore how Salesforce’s Agentforce and OPAL are reshaping the industry:
- Automate & personalize advice – Use AI to streamline client interactions and uncover new opportunities.
- Monitor & adapt financial plans – Keep clients on track with proactive, ongoing recommendations.
- Balance compliance & client goals – Align regulatory obligations with superior financial outcomes.
Learn how to provide exceptional ongoing advice that not only enhances client relationships but also meets Consumer Duty standards.
Contact
Iwan Schafthuizen
Managing Director Business Development and PlatformsRelated Insights
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07 March 2025Quarterly Outlook: Q4 2024The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
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04 March 2025Enhancing retirement planning with stochastic cashflow modelling: How OPAL Financial Planning supports you in meeting FCA standardsRetirement planning must evolve. Stochastic cashflow modelling helps firms stay FCA-compliant while giving clients a clearer, risk-adjusted future.
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28 February 2025Transforming wealth management: Agentforce and OPAL for Goal-Based Planning and Consumer DutySalesforce's Agentforce and OPAL help advisers provide ongoing, compliant advice.
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07 November 2024Exciting updates for our international Client Conference formatAnnouncement of some updates regarding the Ortec Finance annual International Client Conference.
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30 September 2024Retirement Planning Myths Debunked: What You Really Need to KnowNavigating retirement planning can feel overwhelming, especially with the myths and misconceptions that surround it.