Algoworks Technologies : Case Study for Salesforce Integration for Wealth Management Product Algoworks offered its customer a Salesforce integrated Wealth Management Solution which offered an easy to access 360 degree view of customer data. We developed and implemented a custom Salesforce CRM solution for our customer which integrated and replaced its fragmented system. Benefits of integrating Salesforce with Wealth Management Solutions: Integrating Salesforce with various Wealth Management Solutions is advisable for high net worth clients. Such integrated approach of using extensibility of Salesforce capabilities allows you to build deeper customer relationships, integrate key elements/systems to drive adoption and finally effectively support …show more content…
Benefits: Our this initiative delivered to our customer was tightly integrated, highly tailored Salesforce.com solution which was potentially targetted to exceed the operational objectives and business targets. It was meant to address the key challenges faced by the client’s international relationship managers, investment managers, mortgage advisors, team leaders and senior management. Client acquisition and management: The solution gives a complete 360-degree view of clients and prospects that combines a robust client profile built specifically for advisors with best-in-class activity management capabilities. Financial Information and Accounts Detailing: Financial information can be made available in the interface of a single application and in context with relationship and activity information. Reporting and Dashboards: Specifically designed for advisors and senior management the solution is high performing framework which gives bird’s eye view of wealth insights. Easy Analytics Reports and dashboards are easily customized to fit the unique needs of individuals and firms. Business and Operational