Financial Services Cloud: Win, onboard, manage.


About the event

This event is predominately aimed at the private wealth sector, however the principles will apply to other financial, legal and professional services firms.

Comnexa has been implementing CRM solutions for financial services businesses for 5 years and a common observation during this period is that businesses are using a multitude of systems to accomplish the various stages of their client journey and this leads to inefficiencies, duplication of effort and failed attempts at internal collaboration.

In this demonstration we will demonstrate why it is desirable to centralise business functions into a central point of truth. We will cover:

  • Lead generation and scoring,
  • Intermediary management and reporting,
  • Business development pipelines,
  • Bringing the compliance process forward in order to save time on clients that won’t convert,
  • Measuring the success of business development activities,
  • Client onboarding portals,
  • Client accounting, and
  • Client portfolio performance and relationship details.
About Comnexa

For over a decade, our founders had used Salesforce within the businesses they worked at and witnessed first hand the success it can bring to an organisation. Comnexa was founded in 2016 with the ambition to help more businesses harness the power of Salesforce and drive sales, marketing, operational and administrative efficiencies. Today we are driving businesses forwards by putting Salesforce at the centre of their universe, helping them process and analyse key business data from a central source of truth and ultimately operate in a strategic and data driven manner.

We predominantly work with Financial and Professional Services businesses because this is what we know best. A number of our team started their careers in the financial services industry before training in Salesforce and so we understand the challenges faced by businesses and speak their language.

As we’ve grown and developed implementation experience, we have developed accelerators and project methodologies we can guarantee lead to success. Our experiences include working with businesses across several jurisdictions, time zones, and regulatory environments and for whom client data security is their top priority. We believe this means we can offer our clients a unique proposition and an efficient road to success.

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