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Sterling capital management_Wealth management App _ success story
 

Sterling capital management_Wealth management App _ success story

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    Sterling capital management_Wealth management App _ success story Sterling capital management_Wealth management App _ success story Presentation Transcript

    • Wealth management App for Capital managers Company: Sterling Capital Opportunity: Customization & App installation Vertical: Wealth Management Services? Challenge Solution Benefits . A Salesforce user they wanted to Mansa Systems developed Employees can now have instant better manage their client customized reports for access to financial activity& history portfolios & have a summary of Contacts, accounts & financial of clients through customized their financial activity listing accounts in Salesforce reports Due to lack of customized These reports could easily New management package reports they lacked a tool to depict financial activity & history helped in generating labels generate labels from their reports of all their accounts directly through reports & helped in marketing initiatives Our team installed wealth management package in Sterling capital now offers better Salesforce for better managed services to its clients management of client capital & helps in acquisition of new business