The post Ep: 362: Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on and was written by Elana Iskowitz.

Meet Our Guest I sat down with Drew Seelig, Head of Global Product Strategy at Salesforce, for a conversation on where the CRM giant is taking its wealth management platform next. Drew’s path to Salesforce runs through the custodian side of the business including six years at Pershing, nearly ten at Fidelity, and time at […]

The post Ep: 362: Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on and was written by Elana Iskowitz.