Salesforce for Wealth Management

Just as important as the right solution is the right partner. Having implemented the Salesforce Wealth Management Template for years, Sikich is now implementing the Financial Services Cloud (FSC) for Wealth Management and Banking clients. We bring the benefit of knowledge and experience of over 60 wealth management firm implementations on FSC and are leveraging several commonalities amongst the firms that we have implemented.  In response to these needs, we have developed our own FSC Accelerator, which is a pre-built application we offer as part of our service. The Accelerator, now deployed with every new implementation, provides a faster time to value for our clients and offers functionality such as pre-built automation/business processes, enhanced access to data across the various tabs, updates to certain objects, and more. Many of our clients have been able to use the Accelerator as industry best practices. Although it can require more discussion regarding the deployment, it extends the value above and beyond what you will realize with FSC alone.

There are several third-party applications, such as form generation systems and enhanced workflow applications that support the day to day needs of the FSC users.  At Sikich we work with our clients to understand their current environment as well as their business and technology requirements before recommending systems.  Having worked for over 400 Wealth Management firms, we have a lot of expertise in how other Wealth Management organizations run their business. We have helped them, and we are here to help you too.