A Guide To Help Wealth Management Companies Integrate Salesforce

The purpose of this whitepaper is to show how implementing the Salesforce CRM helps create growth opportunities, adapt quickly to changing capital market conditions, and provide personalized products and services to clients to help them develop exceptional customer experiences.

This whitepaper also sheds light on some of the core wealth management features that can be easily built into Salesforce including Client Management and Collaboration, Financial Accounts, Holdings and Interests, Client Workflow, Advanced Analytics with Reports and Dashboards, Relationship Group, and more!

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What You Get From This Whitepaper

Wealth Management firms constantly face challenges in maintaining client relationships, building a book of business, handle compliance requirements, increase productivity, and drive deals to close faster.

Ideal Product Development Methodology

Integrate key systems to drive user adoption

Software Development Best Practices

Build deeper customer relationships

Inhouse Development vs. Outhouse Development

Effectively support compliance processes

Inhouse Development vs. Outhouse Development

Increase competitiveness and profitability

ABOUT DAMCO

Damco is US based product engineering, custom software development and technology services company serving ISVs and enterprises, from startups to the Fortune 1000. A global partner of Salesforce.com, Damco provides end-to-end Salesforce solutions, from strategy formulation and execution to maintenance, backed by our extensive experience and robust capability. We have a dedicated Salesforce Centre-of-Excellence consisting of best in class technical and functional SMEs, located globally who can work with you to help accomplish your Salesforce related business goals. Our proven delivery methodology teamed with CMMi quality accreditation and mature project execution ensures that Salesforce solutions enhance user enablement and customer experience and can help you transform how you engage with prospects, customers, partners, and employees.