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Eran Agrios

Eran Agrios is the practice lead for Wealth Management at Salesforce. Eran has over 10 years of experience in customer relationship management technology. For the last 10 years she has focused specifically on Financial Services customers in global markets on how to transform their businesses and evolve their customer relationships.

Eran brings a unique perspective on the trends and transformation happening in Financial Services and Wealth Management. Most recently, her focus is on how technology is transforming client expectations and why Wealth Managers need to reimagine the client-advisor experience to remain relevant in the space.