Wealth Access for Salesforce Financial Services Cloud
By Wealth Access, Inc.Finance
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $25 per administrator user per month
- Listed since
- 2021
About Wealth Access for Salesforce Financial Services Cloud
Enterprise Customer Data Unification.
Wealth Access digitally engages clients and prospects through a branded mobile app collecting financial account data and documents to create the client’s complete living balance sheet and to drive actionable insights to wealth professionals.
Through the new Wealth Access for Salesforce integration, Wealth Access enhances the financial professional experience in Salesforce by delivering transparent views into the financial balance sheets of clients and prospects.
Wealth Access data flows seamlessly into the Financial Services Cloud platform, allowing financial data (Accounts, Positions, Transactions) to be represented at the household/client level. The integration provides complete financial balance sheet views for clients and households through direct data connections to accounting systems and custodians, as well as held-away account aggregation.
Highlights
- Hyper-Personalized Experiences for Wealth, Business & Consumer Banking create friction-free, intuitive user journeys -for everyone. We make it easy to deliver a living balance sheet & frame a complete picture tailored to each person or company you serve.
- Wealth Access removes the constraints that keep you from realizing the full power of your data. Uncover the kind of clear, consistent, and complete stories that let you create the experiences your customers crave with Complete Customer Information.
- The analytics engine rationalizes & enriches data to create intelligent insights, identify risks & opportunities, & make right-timed recommendations. Have the kind of meaningful conversations & win the kind of loyalty that leads to real growth.
Screenshots
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Pricing
Paid, from $25 per administrator user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $25 per administrator user | Monthly |
In addition to the specified user pricing for Salesforce.com administrator users, there is Base + Tiered pricing model based on the number of client records included in the integration.
Compatibility
- Works with
- Financial Services Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 30, 2021
- Languages
- English
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