Financial Advisors on salesforce.com CRM often use 2 or more systems to get the holistic view of their client’s banking and investment assets, planning, alerts, and provide direct access to planning tools and accounts to the clients. Moreover, none of the current systems available on salesforce.com platform aggregate financial data, and their planning simulations are done outside the Salesforce platform.

Solution Highlights

• Smart Configuration: Provided domain-specific looks and flows by simply configuring objects and business rules.
• Comprehensive Features: All planning features including 3rd party financial data, stock values, risk simulation, and planning are available through one platform.
• JAVA App: For CPU intensive computations-built JAVA app that works as a service to provide the required computational data.
• Customer Portal: Self-service portal through Salesforce Community Cloud to provide access to multiple users in the same household through their unique IDs.

The Results

An out of the box and cost-effective core system that financial advisors use to get a holistic view of their clients.

Success Stories