ARE YOU A WEALTH MANAGEMENT GROUP LOOKING
TO GET SET UP QUICKLY WITH
SALESFORCE FINANCIAL SERVICES CLOUD?
Customer relationships are the way wealth management groups build long-term trust with their customers. Salesforce, the world’s #1 CRM provider offers the specialized Financial Services Cloud. FSC helps financial institutions to see the 360 degree view of the people who make them great, giving wealth management companies the tools they need to provide the services needed exactly at the time they are needed.
Training is critical when getting your team running on a new system. Make sure your team is ready.
Our Accelerator program focuses on helping your company dramatically reduce your Time to Value
This program is designed to get your team up to speed as quickly as possible at an affordable price
Because of the fast nature of the program, not all features are brought online. Complex processes are considered advanced features that are not included in the accelerator program.
Optional FSC Objects
Assets & Liabilities
|Package Type||Lead||Opportunity||Account||Person Account||Contact||User||Reports||Dashboard|
|Option 1||Yes(Limit -5)||Yes(Limit -10)|
|Option 2||Yes(Limit -2)||Yes(Limit -5)|
|Wealth Management||Option 1||Option 2|
|Assets & Liabilities|
|Customization||Option 1||Option 2|
|Profiles||Yes(Limit -2)||Yes(Limit -10)|
|Roles||Yes(Limit -5)||Yes(Limit -15)|
|Sharing Rules||Yes(Limit -5)|
|Permission Sets||Yes(Limit -5)|
|Workflow Rules||Yes(Limit -5)|
|Validation Rules||Yes(Limit -5)|
|Data Migration, |
Custom Lightning Components,
|Not included, will be Scoped & Quoted according to requirements.|
|Train the Trainer||Option 1||Option 2|