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:

• Team collaboration: With Chatter, behold the power of working effectively with your team.
• Client achievement and management: Get a 360 degree view of your client and manage their financial accounts, interests and holding easily.
• Know your client feature: With Salesforce for wealth management, you will have a comprehensive data about your client such as financial accounts, address, personal interests and investment preferences to provide them with better offers and resolve their financial issues easily.
• Easy reports and dashboards: An additional feature that allows you to make report and dashboards about the process and understanding the capabilities of your client.
• Easy to use tabs: With easy to use tabs, you can obtain valuable client data within few clicks that will allow you to make decisions more effectively.