Topic How Investment Managers are Leveraging AI and Data Analytics to Accelerate CRM Transformation

Panel Discussion Moderator

• Bryan Musto, VP, Global Head of Financial Services at A5

Panelists

• Jodi Wagner, Financial Services Industry Solutions Specialist at Salesforce
• Minseok Kang, CTO & Co-Founder of InvestorFlow

Venue Spaces - Mission and 3^rd
95 3^rd St, San Francisco, CA 94103

Time 11:45 am - 12:00 pm (Welcome and Lunch Served)
12:00 pm - 12:25 pm (Panel Discussion)
12:30 pm - 01:20 pm (Live Stream of FINS Keynote)
01:20 pm - 02:00 pm (Optional Networking)