Guide

The Wealth Manager’s Guide to Salesforce Financial Services Cloud

This new resource from CloudKettle provides a comprehensive guide to Salesforce’s Financial Services Cloud (FSC) and its benefits for Wealth Management firms and Financial institutions. Whether you’re an existing Sales Cloud user, or considering making a wholesale switch to Salesforce for your CRM, this guide is full of the information you need.

  • Discover the key challenges facing wealth managers, such as managing household relationships and delivering a unified client experience
  • Review FSC features like household management, financial planning, and regulatory compliance
  • Start the exploration of the importance of data analytics and reporting in FSC
  • Get a solid grasp on the considerations for implementing FSC, including team alignment, change readiness, and technology stack
  • Walk through a case study, illustrating how a mid-sized wealth management firm successfully implemented FSC to improve client satisfaction and operational efficiency

With over 30 pages of insights, the Wealth Manager’s Guide to Salesforce Financial Services Cloud from Senior Director of Client Services, Fahed Ismail is a must-read for anyone in the Financial Services industry looking to improve customer satisfaction and team efficiency.

 

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