PDT9:00 AM – 10:00 AM
Jeremy Schowalter
Managing Director - Financial Services
Salesforce
Claire Potter
Principal Solution Engineer, Asset Management
Salesforce
Avita Ramnarine
Chief Platform Officer
Mariner Wealth Advisors
Join this interactive peer session to discuss headless paths and benchmark your readiness. Together, we'll surface high-impact use cases for AUM growth and map out your next architectural steps.
Outcomes
Goal A
Understand what headless architecture is and why it's a game changer for wealth and asset management firms on Salesforce.
Goal B
See how leading firms are rebuilding their advisor experience on FSC, Data Cloud, and Agentforce with headless architecture.
Goal C
Benchmark your headless readiness, compare Headless vs. Lightning, and map high-impact WAM use cases for AUM growth.
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