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Wealth Access for Salesforce Financial Services Cloud

Enterprise Customer Data Unification.

Overview

Wealth Access works with existing systems to generate deep insights that power hyper-personalized banking and wealth management experiences.

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  • 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.

Wealth Access digitally engages clients and prospects through a branded mobile app collecting financial account data and documents to create the client’s complete living balance sheet and to drive actionable insights to wealth professionals. Through the new Wealth Access for Salesforce integration, Wealth Access enhances the financial professional experience in Salesforce by delivering transparent views into the financial balance sheets of clients and prospects. Wealth Access data flows seamlessly into the Financial Services Cloud platform, allowing financial data (Accounts, Positions, Transactions) to be represented at the household/client level. The integration provides complete financial balance sheet views for clients and households through direct data connections to accounting systems and custodians, as well as held-away account aggregation.

Categories

Business Needs
Finance
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package