Industries

Wealth Management

The more an organization knows its clients, the better it can provide advice on a core part of their lives. Wealth management companies have been using Salesforce to centralize client data, track interactions, and gain a comprehensive view of each client’s financial profile. This helps advisors understand their clients’ needs better, become more proactive, collaborate with other advisors, and provide personalized services and advice, leading to more engaging and memorable client relationships.

Our Salesforce implementations for wealth management institutions are guided by Subject Matter Experts with several years of industry experience with companies such as Boston Private Wealth, Hightower Advisors, BMO Harris Bank, and more.

Our Financial Services Accelerators will help you meet current industry needs.

Accelerators are service packages for optimizing specific parts of your Salesforce environment. Our Financial Services accelerators are configured by industry Subject Matter Experts and address common industry needs to provide you the best environment for innovation and fulfilling, human-centric customer and employee experiences.

Wealth Management Transformation Roadmap

Featuring Financial Services Cloud, Mulesoft, Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud

Advisor Management
Lead OPPORTUNITY
Prospect Pre-ONBOARD

CLIENT ONBOARDING

Financial Accounts

Service

Support and Growth

Advisor Recruitment

Campaign Management

Proposal Generation

Parties and Entities

Account Setup

Servicing Management

Portfolio View

Client Requests

Renewals

Advisor Onboarding

Referrals Management

Prospect Profile

Household

Form Generation

Renewals

Transactions and Holdings

Cross Selling

Upselling

Marketing

Lead Management

Document Checklist

Benefits

Know Your Customer

Instructions

Performance Reporting

Client Feedback

Advice

Offer Management

Intake Form

Communication Preferences

IMA

Custodian Integrations

Client Maintenance

Alerts and Notifications

Billing

Account Funding

Account Maintenance

Suitability

E-Signature and Paperwork

Client Portal

Cross-Cutting Capabilities

  • Outlook Integration
  • Meeting Notes
  • Attachments
  • Events
  • Appointment Management
  • Dashboards
  • Mobile Contact Management
  • Notifications
  • Alerts
  • Analytics
  • Reporting
  • Chat
  • AI
  • Customer 360
  • Case Management
  • Collaboration
  • Customer Journeys
  • Knowledge Management

UX/UI for Banking and Private Wealth Management

A quality user experience is essential to your staff and customers navigating your Salesforce environment. This accelerator builds out your pages to be as least confusing and as intuitive to navigate as possible, adapting to your customers each step of the way.

Banker, Advisor, or Wealth Manager Onboarding

Seamlessly onboard and your key financial services staff onto Salesforce with this accelerator. Then you’ll be able to group and manage them by team, including setting and tracking their commissions. You’ll be able to transfer and offboard them when needed as well.

Visibility and Sharing Model for Financial Accounts

Not everyone needs to see your clients and accounts. This accelerator will enable Apex-based sharing based on teams and team members, so that a certain team won’t be able to view the financial accounts/AUM of another team when needed.

Case Management

This accelerator will organize and configure your client requests so that team members can easily locate them and are given an in-depth view. These include customer requests for withdrawals, wires, performance reports or quarterly summaries.

Held Away Assets

Track assets not managed by the bank or are held outside the bank. This accelerator will provide cross selling and upselling opportunities for the bankers.


Know Your Customer

This accelerator builds an interface in that will provide a KYC (Know Your Customer) form for collecting information that’ll help you assess a prospect’s risk and validate their submissions.

New Account Opening Process

This is an end-to-end workflow that includes screens and processes built in Salesforce to open a customer account for deposits and wealth management accounts.



Referral Management

This is an end-to-end workflow that includes screens and processes to create and manage customer referrals for both for existing clients and new clients.



LPL

Save over 20 hours of consulting time with this accelerator. With a configured integration between LPL and Salesforce, you’ll receive documentation detailing the object and field integration details, JIRA stories meeting the definition of ready, and processes to validate the ongoing integration once its live.

Thinking about leveling up your wealth management institution?

If you see a service above you like, let us know. If you don’t but have your own ideas, we’d like to hear them.

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