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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

Contact us

Reggie Walker

Reggie Walker

Partner, Global Salesforce Alliance and Competency Leader, PwC US

Adele Wentzel

Adele Wentzel

Principal, US Salesforce Practice Leader, PwC US