Navirum is happy to announce that it is a preferred Salesforce partner for implementing the Salesforce Financial Services Cloud for Registered Investment Advisors (RIA’s).
Salesforce Financial Services Cloud is a version of the Salesforce CRM platform that is specifically designed for financial advisors and registered investment advisors (RIAs). Here are some ways that Salesforce Financial Services Cloud can help RIAs:
- Client Management: Salesforce Financial Services Cloud allows RIAs to manage all aspects of their client relationships, including client onboarding, investment management, and ongoing communication. The platform provides a comprehensive view of each client’s financial situation, including their investments, accounts, and financial goals.
- Compliance Management: RIAs are subject to strict regulatory requirements, and Salesforce Financial Services Cloud can help ensure that they stay in compliance. The platform includes compliance workflows and documentation management tools, making it easy to track and manage compliance-related activities.
- Collaboration: Salesforce Financial Services Cloud includes collaboration tools that allow RIAs to work together with other members of their team, as well as with external partners such as custodians and other service providers. This can help to streamline workflows and ensure that everyone is working towards the same goals.
- Reporting and Analytics: Salesforce Financial Services Cloud includes reporting and analytics capabilities that allow RIAs to track key performance indicators (KPIs) and generate reports on investment performance, client retention rates, and other important metrics. This can help RIAs to make data-driven decisions and identify areas for improvement.
- Integration with Other Tools: Salesforce Financial Services Cloud can integrate with a wide range of other tools that RIAs use, such as portfolio management systems and financial planning software. This can help to streamline workflows and ensure that all data is centralized and up-to-date.
To find our how Navirum can help RIAs implement Salesforce successfully reap the benefits of the marketing leading, CRM please contact us.