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Wealth Management

Time Technology provide solutions and specialist Salesforce consulting services to the Wealth Management sector to ensure that Financial and Investment Advisors maximise their investment in the Salesforce platform.

Salesforce solutions, whether built with Sales Cloud, Financial Services Cloud or fully customised on the Lightning Platform, 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 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:

  • CRM implementation, configuration and migration.
  • Operational Management of client service and back end processes.
  • Compliance Officer.
  • Senior Executive leadership responsible for all core and supporting processes.

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:

  • Process automation through customized workflows driving relevant actions.
  • Maximizing the use of Salesforce Chatter to drive internal collaboration effectiveness.
  • Integration to external Portfolio Accounting and Financial Planning solutions.
  • Reporting and Dashboards at client and company level providing in depth business intelligence.
  • Document storage structures and standards to ensure that documents are accessible.
  • Lead management structure in support of marketing and sales processes.

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.

Key Benefits of Salesforce Wealth Management Service


Transformative business solution


Adherence to Salesforce best practice


Business processes fully supported

Can We Help?

Whether your question is related to our solutions, services, technology or pricing, we are ready to help.

Call us now:
UK: +44 (0) 1483 340 092
USA: +1 (775) 451 0054

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