Greg Stumm, CEO of Resolute Investment Managers, and Rick Lake, a lecturer at Boston University, presented a discussion at the 2024 DMFS Midwest Summit. They emphasized that integrating AI into marketing operations is crucial for optimizing sales efficiency. Resolute Investment Managers’ business profile highlights their digital marketing strategies, which focus on effective time management. 

For successful strategies, having high-quality data in Salesforce is essential, and Snowflake enhances data integration. Predictive models are utilized to identify potential leads, and website enhancements are necessary to improve client engagement. How can you optimize sales efficiency with AI?

Join us at the 10th Annual Digital Marketing for Financial Services West Summit on May 14th and 15th in San Francisco. Explore the latest marketing innovations in financial services, connect with industry experts, and discover cutting-edge tools like machine learning that are reshaping the future of the industry!

Click here to register: https://bit.ly/3Zl1mdG