Appway has launched Client Lifecycle Management for Wealth & Private Banking (CLM for Wealth) on Salesforce AppExchange.
The company manages client lifecycle processes for the financial services industry involving multiple systems across departmental silos, including front- and middle-office functions as well as compliance.
Appway head of channels and partner management, Valérie Bauloye, said: “For financial services institutions, Appway combines sales productivity and analytical insight with the process efficiency and regulatory experience of an industry insider. Through this app, we can offer financial institutions a higher conversion rate, more satisfied customers, and a scalable model for attracting more business.”
CLM for Wealth aims to speed up the conversion of prospects into clients and enables an optimal customer experience through 360-degree orchestration of client processes and interactions in full compliance.
The app enables relationship managers to manage the full client lifecycle out of Salesforce, following a meeting with a prospect.
In addition, it also reduces new customer onboarding times, provides relationship managers with complete transparency where a given process stands, and enables collaboration with middle-office staff and compliance. Salesforce users can access Appway functionality directly through widgets on the Salesforce homepage and on the ‘Account’ view, enabling full transparency and collaboration via integration with Salesforce Chatter.
CLM for Wealth was built on the Salesforce Platform and is currently available on the AppExchange.
Salesforce AppExchange GM, Woodson Martin, said: “Appway is a welcome addition to AppExchange, as they power digital transformation for private banks and wealth management firms. AppExchange is constantly evolving to enable our partners to build cutting-edge solutions to drive customer success.”