Appway Announces Client Lifecycle Management for Wealth & Private Banking on Salesforce AppExchange, the World’s Leading Enterprise Apps Marketplace

Salesforce customers can now benefit from efficient onboarding and compliance processes

Press Release



updated: Jan 22, 2020


Today, Appway announced it has launched Client Lifecycle Management for Wealth & Private Banking (abbreviated as CLM for Wealth) on Salesforce AppExchange. CLM for Wealth speeds up the conversion of prospects into satisfied and loyal clients and enables an optimal customer experience through 360-degree orchestration of client processes and interactions in full compliance.

Appway is a leader in orchestrating complex client lifecycle management processes for the financial services industry involving multiple systems across departmental silos; these include front- and middle-office functions as well as compliance.

Built on the Salesforce Platform, CLM for Wealth is currently available on the AppExchange at https://appexchange.salesforce.com[1].

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