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Wealth Access for Salesforce Financial Services Cloud
Enterprise Customer Data Unification.
- Business Need
- Finance
- Compatible With
- Financial Services Cloud
Wealth Access works with existing systems to generate deep insights that power hyper-personalized banking and wealth management experiences.
Highlights
Hyper-Personalized Experiences for Wealth, Business & Consumer Banking create friction-free, intuitive user journeys -for everyone. We make it easy to deliver a living balance sheet & frame a complete picture tailored to each person or company you serve.
Wealth Access removes the constraints that keep you from realizing the full power of your data. Uncover the kind of clear, consistent, and complete stories that let you create the experiences your customers crave with Complete Customer Information.
The analytics engine rationalizes & enriches data to create intelligent insights, identify risks & opportunities, & make right-timed recommendations. Have the kind of meaningful conversations & win the kind of loyalty that leads to real growth.
Provider Details
Wealth Access is an enterprise customer data insights platform that works with financial services’ existing books and records to enrich and unify data, generating deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
Pricing Details
In addition to the specified user pricing for Salesforce.com administrator users, there is Base + Tiered pricing model based on the number of client records included in the integration.
Default Plan
$25 USD/Administrator User/month