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Nest Wealth Pro for Salesforce | Client Onboarding & Account Opening

Collaborative New Account Onboarding Where You Work

Overview

Nest Wealth Pro is the first fully collaborative onboarding experience built into the Salesforce ecosystem, allowing firms and their advisors to easily onboard and manage clients.

See How Nest Wealth Pro for Salesforce | Client Onboarding & Account Opening Works

Significantly reduce new account opening applications that are Not in Good Order by leveraging existing CRM Data
Initiate, pre-populate, and submit an account opening application directly to the custodian without leaving Salesforce
Increase engagement with your clients, allowing your Advisors to provide more relevant & meaningful service

Nest Wealth Pro for Salesforce is the first fully collaborative onboarding experience built into Salesforce, allowing firms and advisors to quickly & easily onboard and manage clients. Open a client account with minimal effort, easily engage clients throughout the process & update the CRM profile with new relevant data, all within the flow of work in Salesforce. Leverage existing CRM data to significantly reduce NIGOs & connect to your firm’s custodians to facilitate account opening with Nest Wealth Pro for Salesforce. By determining the relevant custodian forms and using those to dynamically craft the onboarding questionnaire, responses from the questionnaire are then used to fill in the account application documents. Any suspect data will be identified so you can correct it before submitting it to compliance or the custodian. Easily view where clients are within the account opening process in Salesforce, including those with opened invitations, applications in compliance review, or in the middle of signatures. Ultimately, reducing the time it takes to perform new account opening tasks and increasing client engagement to provide more relevant & meaningful service.