To Top
Customise Salesforce to meet your needs


Publish date:


“A great company is not a great investment if you pay too much for the stock.” –  Quote by Late Benjamin Graham, British-born American economist, professor, and investor.

The wealth management market in India is showing an upward movement for the past few years (2020 being an exception and a blip on the radar). This is despite the constant issues faced by this industry in the form of upholding customer relationships, building a book of business, ensuring compliance requirements, enhance productivity, and close deals quicker. Each company wants to increase its customer base over its competitors. In a keenly contested market, each company is competing to win the hearts & minds of the population of the region or the country.  Everyone wants to be the preferred advisor/ agent and get people to part with their funds in the ever-increasing bouquet of financial service products.

Technology tools like Salesforce CRM and its various cloud offerings are just what the doctor ordered for the wealth management sector. Salesforce has liberated people in this domain from the bonds of legacy technologies. Companies are realising the value of Salesforce CRM in client engagement.  With its accessibility online, offline, and via cell phones, companies are able to deliver the best & personalised services anytime, anywhere. Let’s read to see how Salesforce helps wealth management companies.

  • Custom apps & features – It has many industry related features to oversee customer data and teamwork day today. It has pre-integrated, add-on wealth management apps accessible via the AppExchange. 
  • Financial information – All data of the customers can be accessed in the same interface in the app in context with relationship and activity history. 

  • Relationship Groups and Households - Salesforce can present an aggregate view of households so that employees get a 360 degree picture with respect to a family or created group. 

  • Insights into the workflow – workflows, and processes can be created which ensures all the data is captured and can be used to draw insights and take pro-active decisions. 

  • Collaboration - This is the perfect forum for advisors to collaborate with other stakeholders to provide the best customer service. It has various features for collaboration.  No more silos. All one same page 

  • Reports and dashboards – Custom made reports and dashboards can be designed for various levels of employees such as advisors, branch managers and senior management to give insight into performance and lacunas. 

  • Safe and secure – highest standards of safety are followed by Salesforce thus ensuring all data including confidential client information is protected at all times. 

Wealth management can be managed better with enhanced client engagement if all companies in this domain actively onboard Salesforce CRM and other cloud tools at the earliest. It’s in their interest as well as f their clients and leads. We at Codleo Consulting make it happen at the most economical price points.  Interested? Call us or email us or post a reply on this blog.

About the Author

Anand Sharma

Anand is a Salesforce Evangelist, joined the Salesforce ecosystem in 2014 helping customers to be successful with Salesforce, and joined Codleo to share the goodness with even more developers all around the world. He is based in New Delhi, with his wife, and he tries to escape summers every chance he gets.

Leave a Comment