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WEALTH/ASSET MANAGEMENT


Grow Your Business by Building Deeper, Stronger Client Relationships


Having worked with the Salesforce Wealth Management Template for years, NexGen is now implementing the Financial Services Cloud (FSC) for Wealth/Asset Management and Banking clients.  Using the FSC, NexGen can design a custom solution that will dramatically improve your productivity while allowing you to connect with your clients in real-time and on a much deeper level.
The result:  stronger relationships and unprecedented business growth!  Learn about our FSC Quickstart Program to get your company up and running quickly with Salesforce.


Financial Services Cloud Resources:

Overview of the Financial Services Cloud video
Click Here to download an Overview of the Financial Services Cloud
Give Your Clients Access to Financial Services Cloud video
Tips for a Successful Financial Services Cloud Implementation webinar
A Beginner's Guide to Financial Services Cloud book

Financial Services Cloud "How-To" Videos:

Salesforce Financial Services Cloud - Opportunities/Wallet Share

 

Wealth Management/RIA Accelerator

An Accelerator is a pre-built application that we have developed based upon the vast experience we have in deploying industry solutions.  Since clients keep asking for similar functionality, we felt it made sense to build it once and deploy it to every new implementation that we work on.  They provide a faster time to value for our clients and there is no charge for Accelerators.  Click here to learn more about our Wealth Management/RIA Accelerator.


To learn more, contact Jean Hogan at jhogan@nexgenconsultants.com.
 


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