SFDC – Financial Services – Financial Advisory Rules Engine Development – Success Story

Client Overview

The client is an India-based Financial Planning Firm, with a vision to empower its customers’ through quality unbiased financial advice, latest technology that helps customers’ with their personal financial management & assisting them in realizing all their dreams and converting them into realistic achievable goals.

Business Challenge

  • The financial advisory and wealth management industry has been hampered by complex, inefficient and expensive technology. Relationship managers, financial advisors, wealth managers and their operations and support staff must generally deal with a confusing collection of front-office, middle-office and back-office applications, built using different technologies and with diverse user interfaces, resulting in significant duplication of data, high error rates and processing complexities.

  • This fundamental lack of integration and simplicity, from both the user’s perspective and from an operations and support perspective, means that the business is less flexible and more expensive to operate than it needs to be

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