Wealth Management Solution for Financial Services Firm
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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