5-Star Ratings on G2 User Reviews AppExchange
Wealth Management Consulting Services for Salesforce, Data & AI Success.
Discover what’s possible with Salesforce’s superior cloud-based CRM technology. Modernize the client-advisor experience with frictionless support across every channel and easily nurture relationships throughout each stage of the client journey. From lightning-fast data collection to intelligent automations, see how Salesforce for Wealth Management can help you deliver next level service every single time.
OUR INSURANCE SERVICES
End-to-End Salesforce Wealth Management Consulting for Every Phase of Innovation.
01.
Implementation Services
Having a strong foundation is critical for organizational growth. AGG’s team of experts will work with you to ensure that your system is tailored to best suit your industry specific needs. Our innovative implementation process promotes longevity and overall growth within your company.
02.
Optimization
Services
Improve your infrastructure performance, efficiency and scalability with Access Global Group’s Optimization Services. A team of experts will analyze your current Salesforce system to ensure that it’s a good fit for the current status of your business model. Maximize your investment today!
03.
Managed
Services
Talk to us – we’re here to help. Access Global Group wants to see you succeed and offers a variety of support services to best suit your business model and specific needs. Expert guidance covers a wide range of challenges faced in a technological ecosystem.
OUR SERVICE BENEFITS
Benefits of Salesforce Wealth Management Consulting for Every Stage of Growth.
Create hyper-personalized experiences for clients using the power of Salesforce for wealth management; helping you to deliver a better customer experience today.
Empowered Advisors
Financial planning and investment management solutions for wealth advisors.
Great Visibility
Valuable business insights for the wealth management teams.
Better Relationship Building
With improved client knowledge, wealth managers can deliver a more personalized experience.
Improved Client Retention
A centralized data source for client updates to improve the client experience.
Efficient Workflows & Marketing Automation
Wealth managers can focus on their client goals by optimizing workflows and marketing optimization.
Streamlined Client OnBoarding
Using automated workflows and real-time collaboration eliminates time consuming manual processes.
CUSTOMER SUCCESS STORIES
Reimagining Possibilities & Building Trust Together.
Follow along with us as we reimagine what’s possible for our clients. Examples of how we establish trust and navigate business challenges — together.
INSURANCE // Insurance Industry
Driving Success with Salesforce: How AGG Transformed Benefytt’s Operations with Innovation and Expertise.
BANKING // SYSTEM INTEGRATIONS
Cadence Bank’s Digital Transformation: Seamless Integration of Salesforce Solutions.
PUBLIC SECTOR // CASE MANAGEMENT
Connecting Care: How Salesforce Transformed Massachusetts Health
HEALTHCARE // SERVICE CLOUD
Streamlining Support: Anthem’s Transformation with Salesforce Service Cloud
WEALTH MANAGEMENT // REPORTING
Boosting Productivity and Reporting: How Legg Mason Achieved Salesforce Excellence for Exceptional Client Service.
