Salesforce for Wealth & Asset Management
Increase your AUM.
Uncover hidden opportunities within your client base with triggered analytics. Expand your book of business with campaigns and a streamlined sales process.
Always On client servicing
Respond to client requests in record time with automated workflows. Always have answers at your fingertips whether it is reports for a review meeting or an unscheduled phone call.
Efficiency that will make you giddy.
Imagine this. Your client calls their advisor. Before the advisor hangs up, your backoffice already knows what needs to be done, and half the job is already done for them. Managing your operations with Salesforce ensures every client gets the white glove treatment.
Record everything for posterity.
Emails. Phone calls. Internal discussions. Archive everything you do for your clients and track your team members involved in the process.
What We Do
We install Financial Services Cloud and customize it for you. Data modeling includes your existing data structure across your different technologies, as well as your wishlist of data that you would like to capture. You can count on us to build a logical, integrated data model. We also create internal forms and generate custom reports for you.
Move your data from your existing CRM. We have helped clients migrate from Redtail, Junxure, dbCams, Act, SmartOffice and even simple Excel.
Want to streamline your client servicing workflows? We have done it over and over again for processes such as money movements, account openings, review meeting preparation, withdrawals. Additionally, use age-based triggers to drive upsell opportunities.
Connect Salesforce with your portfolio management system, financial planning system, document management solution or directly with your custodian. Need an e-signature solution or a forms platform? We can integrate with them as well. Our experience includes:
- PMR: Orion, Addepar, Tamarac, Albridge
- Custodians: Schwab
- Financial Planning: eMoney
- Document Management: Laserfiche, Box, Egnyte
- e-Signature: DocuSign
- Forms: LaserApp
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