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Wealth Management Solution for Financial Services Firm

CategoriesCase Study / Finance

Admin

November 23, 2017

A leading financial services tech firm required a holistic wealth management solution to cross sell and up sell. Force.com was used as a platform to develop wealth management solution thereby helping the clients achieve their long term goals in relation to their wealth

Client Information

  • The client is India’s leading financial services tech firm offering Wealth Management,Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution services and solutions.
  • The firm’s philosophy is entirely client centric, with a clear focus on providing long term value addition to clients, while maintaining the highest standards of excellence, ethics and professionalism.

Business Requirement

  • Required a holistic wealth management solution to cross sell and up sell.
  • Help clients achieve their long term goals in relation to their wealth.
  • One stop destination for Portfolio management.

Solution

  • Force.com was used as a platform to develop wealth management solution.
  • The application provided a holistic view of client’s fiancial data through which financial advisors got a clear understanding of customer’s financial situations and customized advice and product offerings.
  • Portfolio Assessment and profiling.
  • Various reports and dashboard for analysis of customer’s financial status.
  • Spend Analysis.
  • Income and Expenses.
  • Automated and streamlined key sales processes to improve overall efficiency.
  • Built on Salesforce 1 platform, it was a mobile CRM solution that gave advisors secure access to client’s financial data.

Key Highlights

  • Engaged Customer Interaction.
  • Productive Advisors – effective reduced time to close a plan.
  • Reports and Dashboards played a key role.
  • 360 degree customer view.
  • Cost Effective – 100% Offshore Leverage.
  • On time delivery.

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