Salesforce for Financial Services

Financial planners, and investment management firms often start small, slowly growing over several years to a customer base 300-400 clients. At this point process definition and operation optimization becomes a critical factor in the future scalability of your business. Easing the burden of repetitive manual tracking, filing, and reporting, and boosting productivity are also required to maintain service quality as the business grows.

Salesforce can be used to optimize operations and management of financial services by automating the tracking and management of your client base and integrating lead management and marketing operations. Real-time reporting then gives asset managers the immediate access to information they need to easily serve their customers.

We have extensive experience implementing Salesforce for financial planning and management companies.

Our hands on experience includes customized Salesforce solutions for:

  • Hedge Funds
  • Investment Holding Companies
  • Wealth Management Services
  • Banks and S&L

Contact us-Salesforce Consulting Services today to get a custom Salesforce Solution?your Financial Services business

Salesforce Consulting Services