Appway Announces Client Lifecycle Management for Wealth & Private Banking on Salesforce AppExchange

Appway Announces Client Lifecycle Management for Wealth & Private Banking on Salesforce AppExchange
22.01.2020 01:12 pm

Appway Announces Client Lifecycle Management for Wealth & Private Banking on Salesforce AppExchange

Wealth Management

Today, Appway announced it has launched Client Lifecycle Management for Wealth & Private Banking (abbreviated as CLM for Wealth) on Salesforce AppExchange. CLM for Wealth speeds up the conversion of prospects into satisfied and loyal clients and enables an optimal customer experience through 360-degree orchestration of client processes and interactions in full compliance.

Appway is a leader in orchestrating complex client lifecycle management processes for the financial services industry involving multiple systems across departmental silos; these include front- and middle-office functions as well as compliance.

Built on the Salesforce Platform, CLM for Wealth is currently available on the AppExchange at https://www.appway.com/screen/clm-wealth-salesforce
CLM for Wealth
The new app empowers relationship managers to offer their customers a connected customer journey: From the first meeting with a prospect, they can manage the full client lifecycle out of Salesforce. CLM for Wealth can reduce the time to onboard new customers, provide relationship managers with complete transparency where a given process stands, and enable collaboration with middle-office staff and compliance.

Salesforce users can access Appway functionality directly through widgets on the Salesforce homepage and on the ‘Account’ view, enabling full transparency and collaboration via integration with Salesforce Chatter.

“For financial services institutions, Appway combines sales productivity and analytical insight with the process efficiency and regulatory experience of an industry insider,” stated Valérie Bauloye, Head of Channels and Partner Management at Appway. “Through this app, we can offer financial institutions a higher conversion rate, more satisfied customers, and a scalable model for attracting more business.”

“Appway is a welcome addition to AppExchange, as they power digital transformation for private banks and wealth management firms," said Woodson Martin, GM of Salesforce AppExchange. "AppExchange is constantly evolving to enable our partners to build cutting-edge solutions to drive customer success."
 

Related News

WealthTech startup InvestSuite raises €2 million

InvestSuite announces that it has raised a seed extension round led by PMV with participation from existing and new business angels, management and employees. This €2 million... Read more »

“2020 5th Global Asset Allocation Focus” will be held in Shanghai in June

Global Asset Allocation Focus 2020 (hereinafter referred as GAAF2020), founded in 2016. With a four-year proven-track record, GAAF2020 will invite more than 500 participants... Read more »

Finantix named as a Strong Performer in Digital Wealth Management Platforms Q1 2020 Evaluation

Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries,... Read more »

Aire opens up insight service to help lenders keep pace with financial uncertainty

Aire, the credit insight service, today announced that it is offering free access to its range of real-time credit information... Read more »

Finantix reveals findings of second part of ongoing market research on the future of wealth management

Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries,... Read more »

BITA Risk wins Best Compliance Solution at Family Wealth Report Award in New York

BITA Risk part of corfinancial, a leading provider of specialist software and services to the financial services sector, announces today that it has triumphed at the Seventh... Read more »

Magazine
ALL
Free Newsletter Sign-up
+44 (0) 208 819 32 53 +44 (0) 173 261 71 47
Download Our Mobile App
Financial It Youtube channel