Wealth
Management
.
Give better advice, more simply with all your client information on one screen
You’ll strengthen relationships by bringing a consistent approach to your client onboarding, a full picture of your client’s portfolio across every platform, and boost adviser & back office productivity by automating menial tasks with the Futureform Wealth Management industry template.
Industry Challenges & Solutions
Personalised advice and connected insights
Tired of constantly switching applications to join the dots? Get a true picture of your clients' progress towards their goals with our range of market-leading industry integrations, with real-time data points such as personal finances, held assets, employment, and property values.
We’ll help you answer questions like:
Are my clients’ getting the best return from their portfolio?
Are my clients on track to achieve their financial goals?
Featured Story
From Fragmented Systems to Seamless Success: How Futureform Transformed AES International’s Operations and Client Experience
Industry Challenges & Solutions
Transforming Client Onboarding
Delivering an exceptional onboarding experience is the key to building strong, lasting client relationships. That's why we've extended Salesforce Financial Services Cloud to streamline and personalise the onboarding process, making it simpler and faster for both clients and advisors.
Where are prospects in their onboarding journey?
What tasks need to be completed and which documents require review?
Featured Story
Boosting Efficiency and Client Experience: How Futureform Helped AlphaWealth Transform Operations with Salesforce
Industry Challenges & Solutions
Onboarding experience
As much as you want to onboard clients seamlessly, the outdated systems you depend on can be frustrating.
With Salesforce, you can make onboarding more detailed, efficient and altogether more enjoyable for clients. We’ll help you answer queries like:
Where are you with onboarding clients?
How effectively and timely are we handling our client service requests?
Featured Story
We helped an Independent Financial Advisor onboard global clients 7x faster
Futureform team’s ability to give insights into how we might want to enhance on something in the future was really invaluable. It takes no time their side to finish the conversation with a “this is how you could build on X in future” but is a real value add to clients. This is the kind of initiative that helps us see where there could be value in more project work with Futureform in future knowing what the potential is and that someone has the ideas to support the enhancements.
We realised Salesforce is what we needed. They weren’t just demoing a CRM system, they were demonstrating how we can use the platform to grow our business and increase efficiency. Futureform’s transparent and collaborative approach helped us slim down processes and implement Salesforce much faster than we expected. In our meeting with Futureform, they seemed genuinely interested. It was a unanimous decision to go with Futureform at the end of the day.”
Get started today
Get in touch to discuss how Futureform can help transform your Asset Management business with Salesforce.
Contact