If there’s one wealth management event worth an investment of your time, it’s In|Vest 2017. Industry leaders will be heading to New York City from July 11th-12th to discuss digital innovation across wealth management from robo-advice to personalized journeys to help clients reach their financial life goals. As the event’s platinum sponsor, Salesforce is going to be making a big splash at In|Vest 2017. Throughout the two-day conference, we’ll be exploring how technology can empower advisors to know their clients beyond AUM through live demos, a keynote presentation and more.

Every advisor knows that client trust is earned over time and is built on the foundation of a strong and thoughtful relationship. But for that trust to truly develop, advisors have to go deeper with their clients. They need to know who their clients are beyond their finances including the goals, personal values and relationship networks that matter most to them in their everyday lives. Uncovering answers to questions that go outside a client’s financial numbers is key to transforming individual client engagements into a lifelong relationship built on trust.

For instance, perhaps a client is passionate about a specific education-based charity. Uncovering and capturing this information can enable an advisor to recommend a donor-advised fund that aligns with that client’s personal values. Or perhaps a client is looking to open up a small business to fuel a creative passion. These personal insights coupled with automated engagements can help advisors get smart about their client relationships, the meaningful advice they share and how they manage their advising time.

Advisors that are able to connect a client’s past and present to actionable financial goals for the future are the ones that come out on top. Delivering highly personalized, holistic advice that puts the client at the center of the business will ultimately put firms on a path to not only exceed client expectations but also differentiate themselves in today’s competitive landscape.

At In|Vest 2017, we’ll be exploring these themes in more detail by highlighting how the intelligent customer success platform can help advisors transform deep client insights into personalized advice that guides clients to the summit of success. Event attendees will learn how Salesforce can help them address the question “who are your clients?” with an answer that goes beyond an AUM number. Interested in seeing how Salesforce is bringing this to live in the Big Apple?

Check out the top three reasons to join us at In|Vest 2017:

1. Financial Services Keynote & Demo: Join Salesforce wealth management leaders, Ilan Davidovici and John Almeida, for a keynote and live demo of Financial Services Cloud.  You’ll learn how Salesforce is helping advisors know their clients on a deeper level with household insights, goal tracking and visual relationship maps.

2. Booth Presence: Come say “Hi” at the Salesforce booth and learn from our solution experts how Financial Services Cloud is helping clients get to the summit of success. Get an overview of Financial Services Cloud Communities or see how Einstein Analytics is helping advisors make faster and smarter client decisions.

Here’s a tip! You don’t have to be in New York to see what Financial Services Cloud has to offer. Sign up for a free trial today.

3. Prizes & Promo Codes: Score a new Amazon Echo! Each day we’ll be giving one lucky person a new Amazon Echo that receives a Financial Services Cloud demo at the Salesforce booth.

Ready to join us at In|Vest 2017? Make sure to use the PROMO code SALESFORCE to get $300 off your registration rate.

Register for the conference today. See you at InVest!