Wealth Management Solution
Helping wealth managers keep valuable clients for the long term
PwC’s Wealth Management solution, powered by Salesforce Financial Services Cloud, improves a wealth manager’s experience, productivity, and efficiency by providing a 360˚ customer view. A certified Fullforce Partner Solution, it helps wealth managers advise their clients and select the right investment products. It also helps financial institutions improve sales effectiveness and collaboration among wealth managers across business lines.
Solution benefits
Eliminate business line silos of information
Focus on profitable client relationships across the entire family ecosystem
Easily adjust to changing regulations
Leverage seamless mobile integration
Use account opening workflows
Provide a customer engagement platform to support clients on-demand
Get greater visibility via automated custom and standard reports and dashboards
Follow us
Contact us
