Wealth Management

Salesforce for Wealth & Asset Management

Delight your clients with millennial-proof servicing.

Increase AUM

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.

HELP ME HELP THEM MAKE MONEY

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.

HOW IS THAT POSSIBLE?

Client Servicing
Salesforce Automation

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.

I AM CRYING FOR JOY. TELL ME MORE.

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.

THAT SOUNDS LIKE COMPLIANCE!

Archive Salesforce

What We Do

  • Setup

    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.

  • Data Migration

    Move your data from your existing CRM. We have helped clients migrate from Redtail, Junxure, dbCams, Act, SmartOffice and even simple Excel.

  • Workflows

    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.

  • Integration

    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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    CEO
  • "We needed help building a complex pricing calculator in Salesforce. Accelerize 360 approached the problem creatively and built it faster with easier maintenance."
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    Network
    Project Leader
  • "Accelerize 360 saved us hundreds of hours every month with a custom solution to automate and track our paper-based governmental forms."
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    Integral
    Director
  • "We needed one central, easy to use system to provide business visibility and access to information. Accelerize 360 accomplished that and more, driving higher levels of efficiency and productivity across the organization."
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    Best Brains
    Salesforce Admin

Launch the next level of your business.

Join thousands of other wealth management firms on the Salesforce platform.

ACCELERIZE TODAY