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[1].

CLM for Wealth
The new app empowers relationship managers to offer their customers a connected customer journey: From the first meeting with a prospect, they can manage the full client lifecycle out of Salesforce. CLM for Wealth can reduce the time to onboard new customers, provide relationship managers with complete transparency where a given process stands, and enable 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.

“For financial services institutions, Appway combines sales productivity and analytical insight with the process efficiency and regulatory experience of an industry insider,” stated Valérie Bauloye, Head of Channels and Partner Management at Appway. “Through this app, we can offer financial institutions a higher conversion rate, more satisfied customers, and a scalable model for attracting more business.”

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