Salesforce For Wealth Management – A New Invention By Salesforce
Salesforce for wealth management is a latest offering by Salesforce, which is exclusively build for helping the wealth management department to easily manage their book of business. It is a highly flexible and performance oriented features that allow wealth management to view client data, strengthen customer relationship and interact with their clients on the go. It permits you to know everything you need to know at your fingertips, which offers more functionality and reliability, and enhance performance.
And since Salesforce is completely a cloud based system, you can enjoy all these features without keeping any hardware, updating and installing any software or worrying about backup and maintenance.
How to obtain Salesforce for wealth management?
One can easily obtain Salesforce for wealth management either through AppExchange, Performance Editions and Unlimited for free or with a little additional fee Enterprise that includes all the features such as Outlook integration and Workflow. Furthermore, Force.com’s API is also integrated with it and in order to obtain it, all require is a Salesforce account used for the purpose of business.
This next generation system offers many features for wealth advisors, which are as follows:
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