Salesforce Industry Consulting Expertise: Financial Services

Salesforce for Wealth Management

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.

SALESFORCE
SUMMIT (PLATINUM)
CONSULTING PARTNER

SALESFORCE
APPEXCHANGE
5-STARS!

G2
USER REVIEWS
5-STARS!

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

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1. Salesforce for Wealth Management Optimization Services

2. Salesforce for Wealth Management Implementation Services

3. Salesforce for Wealth Management Integration Services

4. Salesforce for Wealth Management Support Services

You’re in good company!

Your 5-Star Salesforce Summit (Platinum) Consulting Partner

For the last 15 years we’ve been creating customized Salesforce Solutions for clients of all industries and sizes. With a perfect 5-Star rating on both Salesforce AppExchange and G2 User Reviews, Access Global Group is the right choice for your organization’s Salesforce needs.

SALESFORCE
APPEXCHANGE
5-STARS!

The Benefits of a Salesforce for 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

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“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

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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

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Find out more about Access Global Group and our services!

 

GET ONE-PAGER ➔

Salesforce for 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.

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