Financial Planning with Salesforce – demo

Swift Needs Analysis & Planning (SNAP) Accelerator In the overly competitive world of wealth management and financial planning, the experience private investors have during their first interactions with your company are critical. If you don’t provide your investors with the…

Financial Planning with Salesforce - demo

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Swift Needs Analysis & Planning (SNAP) Accelerator

In the overly competitive world of wealth management and financial planning, the experience private investors have during their first interactions with your company are critical.

If you don’t provide your investors with the information they need within the shortest span of time and without too many iterations, someone else will.

WHISHWORKS Swift Needs Analysis and Planning accelerator “SNAP” is built on Salesforce Financial Services Cloud and uses Einstein artificial intelligence to automate the first steps of an investor’s journey.

Whether it is for financial planning, retirement planning or goal based planning, with SNAP you will be able to increase your conversion rates with less effort.

For our demo, we are looking at the first interaction of Robert with Midas, a wealth management and financial planning company.

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