The latest technology news in the wealth management sector from around the world.
Switzerland-based Appway has launched its Client Lifecycle Management for Wealth & Private Banking, or CLM For Wealth, on Salesforce AppExchange.
CLM for Wealth is designed to speed the conversion of prospects into loyal clients – one of the biggest challenges in global wealth management at a time when regulatory burdens continue to weigh on the industry.
The new app helps RMs ease the journey from their first meeting with a prospect and reduce the time it takes to take a client onboard while complying with regulations.
"For financial services institutions, Appway combines sales productivity and analytical insight with the process efficiency and regulatory experience of an industry insider,” Valérie Bauloye, head of channels and partner management at Appway, said. “Through this app, we can offer financial institutions a higher conversion rate, more satisfied customers, and a scalable model for attracting more business.”