Wealth Management: Maximising Client Value with a Salesforce.com SaaS Solution
Wealth Management: Salesforce.com SaaS Solution
"Making innovative use of Salesforce.com ETL tools, we delivered real-time integration with a series of externally-held client information forms - saving approximately 45 minutes per client sale as well as increasing data accuracy."
The client’s wealth management division had a heavily spreadsheet-based means of managing new client leads, campaigns, opportunities and overall sales performance. After a successful implementation of Salesforce.com in the corporate client area of the bank, the client decided to extend the application into the personal wealth management area.
Fujitsu was engaged to deliver a complete review of the end-to-end business processes identifying key areas of concern. Following client agreement, Fujitsu then went on to identify recommendations for a Salesforce.com SaaS implementation and proposed a ‘day one’ solution.
Our consultants helped capture and define new business processes then matched these against Salesforce.com functionality. Using our extensive integration skills, we defined and implemented data integration that automatically updated client data on a weekly basis from the bank’s core operational systems.