Wealth management professionals needed a CRM system that not only supported their pre-sales and post-sales process, but also met the unique nuances of their business processes.
Although Salesforce.com provided a robust platform, out of the box functionalities were not meeting specific needs of the financial services industry even with minor customization.
Our customer, with a strong wealth management background, wanted to build an add-on product to Saleforce.com CRM to support the entire pre-sales and post-sales process.