Salesforce for Wealth Management

Forge stronger client relationships, build more efficient business process workflows

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Know the Potential of Salesforce Wealth Management Services

Walk through the hall of fame of the benefits of this amazing service and focus on nothing but the client needs

Get Expert's Advice

Meet Specific Business Goals

Use the power of Salesforce Einstein and give smart insights to your customers to meet specific business goals.

Address Regulatory Compliance

Manage compliance with repeatable and visible collaboration across the entire firm to secure client and household profiles.

Maximize Every Hour

Collate data at one central location using cloud computing and multitenancy and spend less time on admin tasks.

A Panoramic Client View

Get a single profile for each client with the framework of Salesforce CRM and get all the social, and back-office financial information.

Comprehensive Salesforce Wealth Management Service Offerings

Let us entice you with our wide range of expertise that can revolutionize your entire business workflow to help you deliver more customer satisfaction

Client servicing and prospects
Difficult relationship mapping
Client on-boarding and other standard business processes
Client reporting, document management and research contributions
Visibility of investments and opportunities

Internal collaboration and communications
Automation of alerts and exception handling
Compliance and due diligence
Campaign and communication management
Visions and dashboards
Capturing mandates and investment guidelines

Feature-Rich Components That Ties your Customers to you

Highlights of Salesforce Wealth Management that makes it an important aspect of your business enterprise

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Noteworthy Client Data

Information is the backbone of a viable CRM stage. A better CRM arrangement makes it simple to recover important customer and venture information to give the correct exhortation to customers all through their monetary lifetime.

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Adaptability

Business isn't static; it's a dynamic, advancing substance. You need an administration programming that can change ideally in consonance with any progressions to the firm. A CRM stage that is scalable and sufficiently adaptable to scale with any change.

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Integration

A compelling CRM stage shouldn't drive clients to change everything about the manner in which they deal with their customer connections. Rather, it should enhance and upgrade existing procedures. For this, you need expert Salesforce Integration Partners.

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Customization

Wealth-related consultants all have their own specific manner of getting things done. Compelling CRM devices give consultants the adaptability to work the manner in which they need. Adaptable dashboards, customer profiles, and announcing apparatuses make it workable for them to assemble an answer that meets their requirements.

Decode our Wealth Management Strategy

Only a rock-solid strategy can deliver the functionality to all the financial advisors to service clients at different levels, see how we do it

Optimized Console

We establish a financial advisor console that maximizes productivity by evading context switching which is vital to effective customer engagement.

Mobile Functionality

Appropriate and timely available customer which makes it easy for financial advisors to access from the palm of their hand, anywhere they are.

Collaboration Tools

We build modest silos for advisors and their team to share data, documents, cooperate across departments, and influence the entire firm’s expertise to meet a client’s goals.

Engagement Tools

Our Salesforce experts automate the engagement tools for you so that your company can engage proactively with new clients.

Expand your Salesforce Org for Wealth Management

Complete the procedural setup for a synchronized console that drives unparalleled profits

There are five steps in setting up Salesforce for Wealth Management, they are:

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Verify the Contents of the Salesforce for Wealth Management App

2

Configure Users' App Choices

3

Verify Record Types

4

Configure Users' Page Layouts

5

Verifying the Know Your Client Approval Process

Our Pool of Blogs

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Our Happy Clients Testimonials

I and my team were struggling to cut costs from our IT funding but did not know how to do it. We hired JanBask for IT consultancy and they did not only helped our IT budget but gave us inputs that reduced our overall cost.

Krishna Moorthy

I had invested a huge amount of money in purchasing some Salesforce features for my business enterprise, but to my utter shock, they were not helping me. I had then hired JanBask for Salesforce implementation and man! I could see my entire business transformed!

Nala Lawrence

The best team of professionals that I have ever worked with. They come, they work and they go. Such high work ethics and commitment is very rarely seen these days. Very pleased with their services and would like to re-hire them for one of my other project too.

Monica Gallagher