Quick Start For Financial Service Cloud (Wealth)
Duration: 2 week
Improve efficiency – Spend more time with your client’s by reducing the time spent on administrative tasks. Integrate with document management, CPQ, legal, or partner systems.
The Wealth Management industry has experienced tremendous growth since the recession, as a result, it has become more and more competitive and challenging to manage client effectively. With the Financial Cloud, Salesforce provides and innovative solution that cater to the Wealth Management Industry to help you do just that. With the Financial Cloud, you have the flexibility of Salesforce, without having the need to build out a custom application to meet your needs.
We will partner with you to tailor a Sales Cloud solution that aligns with your business needs.
» Start with a business review to understand your current state vision, goals and processes. We will work with your sales team to define what works, what does not, and what could use improvement. We will provide a solution design and a roadmap that will guide you on the journey to long term success.
» The next step is to build user experience that is clean and simple. Our goal is to align, automate, and simplify the sales process. Focus your teams by providing critical information to create a personal connection with prospective and existing customers.
» Focus on continuous improvement with analytics. We use key success metrics to build reports & dashboards to support your goals. To support analytics and your customers useful Data is essential.
While importing your accounts & contacts, we will work with you to keep your data clean and useful.
» Sales is all about customer interactions. Brand your communications. Provide a way generate leads right from your website. Build in reminders and a process that always keep clients on top of mind.
» Security is paramount to maintaining customer trust. We will help add users, access policies, and ensure data is available only on a “need to know” basis.
» Finally, adoption is our number one goal. A system that is not used, does not provide value. We support your success with training and ongoing support.
· Live training on your Sales Cloud solution.
· Self-paced curriculum for all users, existing and future.
· Schedule for adoption and best practice guidelines.
· Go-live support for 30 days.
· Follow ups quarterly for the first year to be sure you are on track
For wealth management companies, understanding a full 360 view of the customer is essential to provide the best service and products to your customer. So as part of Cloudland’s Financial Services Quickstart, we will integrate one supported Provider or Portfolio Management Platform. Please visit our website for supported integrations.
With the power of Salesforce, we can tailor and configure a solution that automates your business process. As a result, allowing you to spend more time with your clients.
Total Assets Under Management
Total Financial Accounts
Your Book of Business
Most Valuable Clients