Designing an efficient wealth management experience is not easy. Learn how a new solution creates a unified advisor experience and helps maximize the value of Financial Services Cloud and MuleSoft.
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How to Solve for the Complete Wealth Experience
, Managing Director-Salesforce Business Group Financial Services Lead, Accenture
, Industry Solutions Specialist, Salesforce
, EVP Technology and Transformation, Fisher Investments
, GM/VP Wealth and Asset Management, Salesforce
Role: Operations
Industry: Financial Services
Product: Agentforce Financial Services
Session Level: Intermediate
- Wednesday, Sep 1310:30 AM - 11:10 AM PDT(5:30 PM - 6:10 PM GMT)Grand Ballroom B (InterContinental, Level 3)
Session Summary by Einstein: In this Dreamforce session, Michelle Feinstein, General Manager for Wealth and Asset Management at Salesforce, discussed the transformation of the wealth industry and the challenges wealth firms face in modernizing their operations. She emphasized the importance of creating a unified advisor experience, integrating systems, and managing data effectively. The session also introduced Wealth Navigator, a tool developed by Accenture and Salesforce that extends the capabilities of Financial Services Cloud (FSC) to provide a more comprehensive wealth experience. The tool, which is informed by client feedback, aims to streamline processes such as onboarding and financial planning, and is built on Salesforce's Mulesoft technology for data orchestration. The first phase of Wealth Navigator, focusing on onboarding, is already live and available. Future phases will address financial planning and portfolio management.
Key Takeaways by Einstein:
- • Accenture's Wealth Navigator, built on Salesforce's Financial Services Cloud, aims to create a holistic client engagement platform for wealth management, extending beyond core CRM to include business process management capabilities, service process enhancements, and templates, as well as integrating financial planning capabilities.
- • The Wealth Navigator's first module, an onboarding experience, is live and available today. It aims to streamline the onboarding process by automating tasks, integrating data from multiple systems, and providing a single pane of glass view for advisors. Future modules will focus on financial planning and portfolio management.
- • The development of Wealth Navigator is informed by client feedback and is designed to be a configurable utility, allowing wealth firms to tailor the platform to their specific needs. It is available as an unmanaged package on the Salesforce AppExchange, allowing for further customization.
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CRM Enterprise Architect
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