Appway

In FSI today, critical processes are slowed due to multiple disconnected systems and organizational boundaries. Advisors are flooded with administrative tasks, while the cost of regulatory compliance explodes.

With "Client Lifecycle Management for Wealth & Private Banking", relationship managers no longer need to switch between systems to perform tasks or check process statuses; they can manage all these interactions and have full oversight within a single platform, Salesforce.

Further, Appway’s integration with Salesforce Chatter provides the perfect channel for all process stakeholders to collaborate in real time. In short, Appway—together with Salesforce—provides RMs a ‘one-stop shop’ experience when it comes to managing their clients.

Relationship managers can launch and monitor processes related to client review, account maintenance, offboarding, and KYC/AML reviews, ensuring full regulatory compliance across multiple jurisdictions.

The Appway/Salesforce combination allows for unbroken customer journeys, resulting in higher client satisfaction and stronger loyalty to their firm.

Click “Watch Demo” to see Appway in action or visit us at www.appway.com.