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.