Appway has launched Client Lifecycle Management for Wealth & Private Banking (CLM for Wealth) on Salesforce AppExchange.

The company manages client lifecycle processes for the financial services industry involving multiple systems across departmental silos, including front- and middle-office functions as well as compliance.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Appway head of channels and partner management, Valérie Bauloye, said: “For financial services institutions, Appway combines sales productivity and analytical insight with the process efficiency and regulatory experience of an industry insider. Through this app, we can offer financial institutions a higher conversion rate, more satisfied customers, and a scalable model for attracting more business.”

CLM for Wealth aims to speed up the conversion of prospects into clients and enables an optimal customer experience through 360-degree orchestration of client processes and interactions in full compliance.

The app enables relationship managers to manage the full client lifecycle out of Salesforce, following a meeting with a prospect.

In addition, it also reduces new customer onboarding times, provides relationship managers with complete transparency where a given process stands, and enables collaboration with middle-office staff and compliance. Salesforce users can access Appway functionality directly through widgets on the Salesforce homepage and on the ‘Account’ view, enabling full transparency and collaboration via integration with Salesforce Chatter.

CLM for Wealth was built on the Salesforce Platform and is currently available on the AppExchange.

Salesforce AppExchange GM, Woodson Martin, said: “Appway is a welcome addition to AppExchange, as they power digital transformation for private banks and wealth management firms. AppExchange is constantly evolving to enable our partners to build cutting-edge solutions to drive customer success.”