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Salesforce for Wealth Management
- Industries
- Financial Services
- Business Need
- Sales
Salesforce for Wealth Management is the next generation desktop for financial advisors. Built in collaboration with leading wealth management firms, it includes everything that advisors need to manage their book of business & handle compliance challenges.
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Showing 6 of 6 Reviews
App Not Available
Why would you send me an email and ask me to review an application that I was unable to install because you are removing it? Some of us could really use this. Sorry to see it go.
Not Plug and Play
Sorry, but this template is no where near where you need it to be to run your advisory practice. I have a small RIA and was looking for a CRM. Salesforce sold me this template like it's plug and play for your wealth management business. Don't buy it. It will cost you thousands of consulting dollars and hours of time to get this program working for you. The underlying Salesforce platform is powerful and can be customized to fit your business but this template is not even close to being there. If you want something plug and play, go someplace else.
WEALTH MANAGEMENT DEMO
Hello, I want to thank you for creating this super app! It works like a charm! Great demo tool ! The latest install did not require PersonAccounts(B2C), which surprised me. Kepp pumping out these great market demos for the Developer and End-User Community. André Thouin Certified Salesforce Developer
wish is was better, or useful
I remain hopeful that Salesforce itself will be useful for our firm, but this app seems to be little more than a simple change of a few words/names for fields etc. The pitch from the salespeople was much much stronger than the actual product, & even the premier support team has no idea the product exists - let alone any ideas on how to help. Leaves alot of room out there for some 3rd-party developers. It's not surprising that the only positive comment re this app was posted in 2008.
Not what I expected
If I were more into social networking, this would probably be beneficial. I was looking for more of a CRM.
Wealth Management Implemented
We have been running Salesforce as the backbone of our organization. The wealth management edition is perfectly suited for the solid growth our RIA has been experiencing. With significantly more robust features tailored specifically for wealth management firms, this upgrade was a no brainer and welcomed across the company. The upgrade was smooth and required minimal retraining internally. We plan on customizing it further to support critical internal workflows with task and email triggers, web to lead generation, and custodial data exchange. The value that Salesforce brings to us just markedly increased.
I could not agree more with your assessment. I would not call the pitch from the SF sales team "bait and switch", rather it is "over selling by the sales team and under-deliverying by product development". Just as frustrating and the lack of understanding of this app by Premier support is the lack of any ability to communicate with developers.