Discover our indiGO! Kit Financial Services Cloud – Wealth Management

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Match dreams with clients’ goals

  • Personalize interactions with rich client profiles centered on personal goals and pivotal life events
  • Nurture deeper relationships with your customers through a single source of truth and reach out when they need you most

Work smarter, and grow your business faster

  • Fast, in-context actions available to advisors with the Actionable Relationship Center and Quick Actions
  • Help advisors analyze client metrics (referrals, Assets Under Management) across their book of business with integrated dashboards

Deliver personalized service anytime, anywhere

  • Surface the relationship networks that matter most to your clients with visual relationship representations
  • Provide a consistent customer experience across all channels with Customer Experience Sites

Leverage the strenght of Salesforce today

  • FSC includes all the core Sales & Service Cloud Features and ongoing access to Salesforce continuous innovation (3 seamless updates a year)
  • A robust partner ecosystem that offers trusted extensions and integrations for added capabilities

Let’s GO!

Take flight and migrate to the Cloud with our indiGO! Kit Financial Services Cloud – Wealth Management today

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Implementation process

In two weeks, be functional with your new CRM!

 

Take a few seconds to discover 👉 the benefits of indiGO! Kit Financial Services Cloud – Wealth Management

What’s included in your Financial Services Cloud – Wealth Management indiGO! Kit

  • Financial Services Cloud environment configured
  • Profile, user and permission set configuration
  • Up to 25 custom fields
  • Up to 1 custom object, 4 custom field sets and 4 record types
  • Create 2 to 4 reports and 1 to 2 dashboards
  • Enable FSC features such as Financial Deal Management, Next & Last Interaction, Client Segmentation App
  • Configure the Lead (referral) business process
  • Configure a Document approval process
  • 30-45 minutes in-depth analysis (up to 2 hours) – Counsel and/or additional work on standard features and related data migration

What can be added to your Financial Services Cloud – Wealth Management indiGO! Kit

  • Process automation – Approvals, workflows, flows, etc.
  • Integrations with external systems
  • Branch Management, Compliant Data Sharing, Intelligent Form Reader, Interaction Summaries, Consent and Disclosures, Alerts, Salesforce Inbox, Salesforce Shield, Tableau Analytics
  • Custom code (for example: Apex triggers, Apex code, custom components)
  • Experience Cloud Sites (Partners or Costumers)
  • In depth Data migration assistance
  • Advanced training

Our indiGO! Kits form the foundations of your CRM.

At your request, we will be happy to assess the addition of “out of scope” elements (impacts, delays, costs, etc.)

Take your first step now

Answer our 5 questions to identify your needs

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Discover the other indiGO! kits – Salesforce

For some time now, for both employees and decision-makers, the need for real-time visibility into your operations and customers has led you to consider various technological solutions.

Your choice has fallen on Salesforce Financial Services Cloud – Wealth Management technology, and you are on the way to realizing your vision and implementing a cloud solution. Whether for your Sales team, Customer Service or to allow smoother communications between different internal and external teams, your needs will be met by these indiGO! Kits – Salesforce .