Industry Expertise:

Salesforce Wealth Management

B2B marketing automation is simple, thanks to the power of Pardot.
Easily route leads to sales, create and track automated marketing
campaigns, analyze prospect activity and much more; giving your
team the ability to turn leads into life-time loyalty with ease.

Salesforce AppExchange Read Reviews on G2

Access Global Group will help you find the solution that’s right for you
and maximize your Salesforce Wealth Management investment

acsgbl-sqare

1. Salesforce Wealth Management Optimization Services

2. Salesforce Wealth Managament Implementation Services

3. Salesforce Wealth Managament Integration Services

4. Wealth Managament Support Services

You’re in good company!

Start maximizing your salesforce investment today!

The Benefits of a Salesforce Wealth Management Partner.

An Access Global Group optimized Salesforce Financial Services Cloud (FSC) for Wealth Management includes:

Empowered Wealth Advisors

Financial planning and investment management solutions for wealth advisors.

Greater Visibility for Wealth Management

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.

ACCESS GLOBAL GROUP
CUSTOMER TESTIMONIALS

_______

“We strongly recomment and refer Access Global Group!”

“I strongly recommend and refer Access Global Group for Cloud Solutions, they are the masters in Salesforce cloud technology., passionate, dedicated and flexible team, they really understand customer needs Finance and Healthcare industry. Great working experience with the team.”

AppExchange 5-Star Community Review

ACCESS GLOBAL GROUP
CUSTOMER STORIES

______

SALESFORCE OPTIMIZATON & INTEGRATION

Benefytt partnered with Access Global Group because in just a short period of time, Benefytt experienced rapid growth, growing from 300 employees to just over 2,000. See how we were able to solve their complex Salesforce challenge.

 

READ STORY ➔

ACCESS GLOBAL GROUP
ONE-PAGER OVERVIEW

______

Find out more about Access Global Group and our services!

 

GET ONE-PAGER ➔

Salesforce Wealth Management

Win with modern client and advisor experiences.
Wow your clients, help your advisors, and grow your firm with a single connected platform for wealth and asset management.
WordPress Video Lightbox Plugin