As you read this, I’m getting ready to pack my bags for Dreamforce 2017, Salesforce’s software conference. I’m excited to meet with some of you in person to discuss how your business can best handle the digital revolution affecting the financial sector (and our world, for that matter).

In the not so distant past, it would be unusual for wealth management firms to even consider going to a software conference. But in the wise words of Microsoft CEO Satya Nadella, “Every business will become a software business”.[1] With investors showing a clear preference for hybrid wealth management, digital solutions matter in the industry more than ever.

If you’re planning to attend Dreamforce, I hope you will join me at the November 8th Accenture roundtable I’m hosting on hybrid wealth advice. I’ll be discussing what investors have told us about their hybrid preferences and the implications for your industry. In addition to my roundtable, two of my Accenture Financial Services colleagues are leading other discussions on some very timely insurance and institutional banking topics.

It is always a wild week, so if you need help creating a tailored agenda, let us know and we will help you get the most of the time in San Fran. And please stop by the Accenture booth, #701 Moscone South, to say hello. We’ll be happy to greet you there and share the latest on what we’re doing with the Financial Services Cloud (FSC) and help you sort through the wealth management fintech ecosystem.

If you would like to discuss this topic further or get additional information, please email


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