Salesforce solutions, typically Sales Cloud or Financial Services Cloud, can bring considerable business benefit for the Wealth Management sector if implemented with appropriate discipline and understanding. Because of the flexibility inherent in the Salesforce platform, getting this right can be challenging and finding a Salesforce partner that understands the business as well as the technology is critical in ensuring a successful implementation.
Time Technology’s has many years of relevant business experience in this sector with members of our team having worked for, or consulted to, Financial Advisors for more than 20 years in the following disciplines:
All of this experience enables us to bring best practices to our client’s Salesforce implementations while customizing where necessary. Typical areas where we bring value to our clients Salesforce implementation are:
Leveraging our considerable business and technology experience we apply robust business analysis, design, build and testing processes on the back of over 20 years of solution delivery experience. All of this effort and discipline is designed to ensure that our solutions are going to deliver measurable business benefit in return for the investment that our customers are making.
Whether your question is related to our solutions, services, technology or pricing, we are ready to help.Call us now: