Revolutionize Your Wealth & Asset Management Strategies

With Salesforce for wealth and asset management.

Reduce Expenses and Increase Speed of Innovation with Tailored Solutions Built for Maximum Efficiency.

Wealth management can be Challenging business! But no more...

Consolidating The Data And Managing Multiple Portfolios

Salesforce Financial Cloud provides a consolidated investment view of all assets, allowing wealth management professionals to see the full picture of their client’s investments. It is designed to provide an efficient way to manage multiple portfolios with a single system. This helps reduce paperwork and manual intervention, saving time and money, while providing more accurate reporting.

Improved Visibility

Salesforce Financial Cloud brings greater transparency into your financial operations as it provides real-time visibility into financial performance across portfolios. It allows you to monitor client activity in real-time and make informed decisions quickly. This helps improve customer service, enhance investment performance and reduce risk.

Automated Processe

By automating manual processes, such as onboarding new clients, creating and updating accounts, portfolio rebalancing, etc., Salesforce Financial Cloud can help reduce operational costs associated with wealth management services. It also enables advisors to handle more clients while improving customer service quality by providing timely updates on account balances and transactions.

Consolidating The Data And Managing Multiple Portfolios

Salesforce Financial Cloud provides a consolidated investment view of all assets, allowing wealth management professionals to see the full picture of their client’s investments. It is designed to provide an efficient way to manage multiple portfolios with a single system. This helps reduce paperwork and manual intervention, saving time and money, while providing more accurate reporting.

Improved Visibility

Salesforce Financial Cloud brings greater transparency into your financial operations as it provides real-time visibility into financial performance across portfolios. It allows you to monitor client activity in real-time and make informed decisions quickly. This helps improve customer service, enhance investment performance and reduce risk.

Automated Processe

By automating manual processes, such as onboarding new clients, creating and updating accounts, portfolio rebalancing, etc., Salesforce Financial Cloud can help reduce operational costs associated with wealth management services. It also enables advisors to handle more clients while improving customer service quality by providing timely updates on account balances and transactions.

Enhancing Product Offerings

By using Salesforce Financial Cloud as the foundation for product development, wealth managers can increase their market share by offering innovative products that are tailored to meet customer needs. Its comprehensive platform allows advisors to customize products according to individual investor goals and preferences.

Optimized Compliance And Regulations

Salesforce Financial Cloud helps firms comply with regulatory requirements by supporting automated compliance reviews for all portfolios in one place. It ensures that firms adhere to industry standards at every step of the process from onboarding new customers through ongoing monitoring of accounts activities.

Enhanced Security Measures

The platform is equipped with advanced security technology that keeps financial information secure while enabling access from any device or location around the world. Its security features also help protect against cyber threats by preventing unauthorized access or misuse of confidential information stored in its cloud environment.

Enhancing Product Offerings

By using Salesforce Financial Cloud as the foundation for product development, wealth managers can increase their market share by offering innovative products that are tailored to meet customer needs. Its comprehensive platform allows advisors to customize products according to individual investor goals and preferences.

Optimized Compliance And Regulations

Salesforce Financial Cloud helps firms comply with regulatory requirements by supporting automated compliance reviews for all portfolios in one place. It ensures that firms adhere to industry standards at every step of the process from onboarding new customers through ongoing monitoring of accounts activities.

Enhanced Security Measures

The platform is equipped with advanced security technology that keeps financial information secure while enabling access from any device or location around the world. Its security features also help protect against cyber threats by preventing unauthorized access or misuse of confidential information stored in its cloud environment.

How can Salesforce be integrated to your business?

Automation

Salesforce Financial Cloud helps wealth managers maximize efficiency by automating key processes, from client engagement to relationship management. Automation makes it possible to manage a large number of clients quickly and effectively.

Multichannel Engagement

Wealth managers can engage with customers on any channel, from text message to web conference, giving clients the freedom to choose how they interact with their financial advisor.

Data Security

Salesforce Financial Cloud takes data security seriously, employing robust encryption technologies and stringent access controls to ensure customer data is protected at all times from unauthorized access or misuse.

AI-Driven Insights

Salesforce Financial Cloud leverages the power of AI to generate actionable insights that help advisors deliver personalized advice tailored to their clients’ needs and preferences. This drives stronger relationships and builds trust with clients over time.

Personalization

Salesforce Financial Cloud enables wealth managers to customize their engagements with customers and provide timely experiences that meet individual needs and expectations. This significantly improves customer experience and satisfaction levels.

Analytics & Reporting

Salesforce Financial Cloud provides comprehensive analytics capabilities that enable advisors to track key performance metrics, uncover trends in customer behaviour and optimize operations for better performance. Reports can also be generated quickly in order to monitor progress against goals or review areas of improvement.

What can you expect from Salesforce for Wealth Management?

Save significant overhead costs!

Salesforce wealth and asset management solutions are designed with you in mind, allowing you to reduce operational costs while still creating innovative strategies that will take your business to the next level

Grow efficiently!

The tailored solutions allow you to manage your resources more efficiently, freeing up time and energy for further growth and development. Also, streamline processes, improve accuracy and increase performance across the board.

Make effective decisions!

Investing in Salesforce purpose-built software for wealth management, can help make sure that every last penny counts when it comes to investment decisions or portfolio management of your clients.

Achieve your Goals

With Salesforce you get flexibility, allowing us to tailor solutions so they align with your unique goals and objectives. You can offer the best in wealth & asset management solutions that can help reduce costs now and well into the future.

Why choose us

SP Tech has been the choice of Top-Notch service Providers in Financial Industry owing to convincing reasons. Are you aware of these?

Dedicated Teams

Our in-house finance experts make sure to offer comprehensive Salesforce solutions which are powered by integration (as per business case), collaboration, deployment etc. owing to excellent insurance domain expertise. 

Improve your Digital Interactions

With our insightful solutions and services, you can be sure of offering improved digital interactions and enhanced engagements.

Unique and Thoughtful process

Each project is handled by a dedicated solution architect and the process driven project management makes it possible to deliver excellence. We operate and respond during US business hours. 

Deliver Excellence with us

We continue making your healthcare journeys much more customized and meaningful at every subsequent level to let you deliver care meeting the expectations of people out there.

Don’t you feel like making your wealth management business as breeze?

Case studies on how we helped our clients in the Finance Industry

Salesforce Integration with EZLynx

Salesforce Integration with EZLynx Project Description The Client wanted Agency Management System (AMS) for managing Sales, Client, Documents, and Security along with integration with Salesforce.

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Read what our clients have to say about the services offered

Learn more on Salesforce Financial Service Cloud

Looking for something more!?

Some important questions on Wealth Management and Salesforce Implementation

Wealth management Salesforce is an all-in-one digital platform designed to simplify the complex world of portfolio management. By leveraging innovative technology and data science, it helps financial advisors create custom strategies that meet their clients’ needs. With Wealth management Salesforce, it’s easier than ever for advisors to get an in-depth view of their clients’ financial portfolios across segments and asset types – so they can make confident decisions on how best to manage their money. In addition to providing powerful insights, the platform also has integrated collaboration capabilities, allowing advisors to connect with external investment partners with just a few clicks. This increases efficiency while reducing paperwork and manual processes – saving precious time and cost. For busy financial advisors, Wealth management Salesforce can help streamline operations so they can focus more on what counts: helping their clients hit their long-term objectives.

At SP Tech, we understand the challenges of managing assets in a fast-paced and ever-changing business world. That’s why our asset management tool provides organizations with the capabilities to effectively meet those challenges head-on. With easy access to asset data and insights along with automated asset tracking and sales enablement functions, our cutting-edge system helps you streamline your processes and maximize visibility into actual resource performance. Get ahead of your competition today with the powerful features of Salesforce’s Asset Management Tool.

Investing in Salesforce for your wealth management business is an excellent decision, as the customer relationship software greatly improves your overall operations. Artificial Intelligence (AI) applications streamline processes and increase the accuracy of operations, freeing up resources and time needed to focus on customer satisfaction. Not only will this help you maintain current clients, but expand your customer base with increased customer loyalty. In addition, you’ll have access to a wide range of data analytics tools and best practices for measuring performance and growth opportunities – allowing you to make informed decisions quickly that align with customer’s needs. Why wait any longer? Invest in Salesforce today and take your wealth management business to new heights!

Implementing Salesforce for wealth management is an easy and streamlined process that can give your business a significant advantage. It’s designed to be intuitive and require minimal effort from you, so you can reap the benefits swiftly. On average, most businesses can expect to see full Salesforce utilization within four weeks. Not only does this accelerate the growth of your business, but it also ensures the highest level of security when dealing with sensitive customer information. Utilizing a secure CRM software system like Salesforce will ensure that you remain ahead of the curve while continuing to serve your customers better than ever before.
Salesforce offers wealth and asset management firms an unparalleled competitive advantage. By providing a platform that breaks down silos between financial advisors, clients, portfolios, and data sources, it enables these companies to eliminate tedious manual data entry while driving faster and more accurate analytics. Its modern user interface makes it easy to access information and insights at the click of a button. Salesforce also allows automated customer onboarding processes and efficient client reporting which empowers both clients and asset managers alike. With AI-powered recommendations derived from its huge trove of accumulated data, Salesforce helps wealth management firms maximize opportunities quickly by accurately identifying trends in current markets as well as predict future movements. This way, firms get powerful insights that boost their bottom line without compromising on security or functionality.