Superior wealth creation, delivered!
Salesforce Financial Services Cloud (FSC) is a pre-built wealth management platform to manage your wealth management, banking and insurance clients. Supported by Salesforce: the world’s leading CRM system, it can be customized to your needs. The platform is designed for high-touch client management and enables advisors, personal bankers, tellers, or any client facing team member to deliver personalized service to clients. FSC enables more personal engagement with clients and helps build more profitable client relationships.
Major functions include financial goal management, portfolio and AUM tracking, family/corporate view, life event tracking and managing interactions. A pre-built analytics engine provides deep insight.
Financial Services Cloud Consulting
Financial services advisory involves understanding client’s long-term financial goals and charting a course for him to achieve it. It’s a trusted partnership. The Conam team has been helping financial services companies deploy the FSC CRM platform ever since it was launched in 2015. It allows wealth managers to make more analytical and accurate decisions enabling them to deliver superior wealth creation solutions to their clients.
EXPERIENCE + EXPERTISE
Conam understands how important it is for you to stay connected with your clients, and maintain a high degree of transparency and trust with them. Our team will help you to generate insights and will provide inputs to resolve any customer query, anytime, anywhere and on their preferred media channel.
Our team will design a solution that will meet your clients’ individualized needs throughout his entire financial lifecycle. The solution will also provide functions required by your team while ensuring legal and procedural compliance across geographies. Our solution will minimize possibilities of fraud and plan for emergencies and contingencies.
The Conam team will develop an omnichannel, seamless integration with your legacy systems providing a dashboard offering a 360 degree view of all investments. Equipped with predictive intelligence tools, it will provide automated, timely alerts about transactions or upcoming events.
Your SOPs and other protocols will be built into the Salesforce Financial Services Cloud resulting in a hassle-free transition to the new platform.
Transform your wealth management team’s effectiveness. Be the first to alert customers on any upcoming opportunity. Provide speedy and comprehensive resolution to any customer query. Become the client’s go to team for any financial decision, creating a relationship that will transcend generations