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Empowering clients to schedule appointments on their own time, Lightning Scheduling Manager for Financial Services Cloud allows users to choose from available time slots to schedule appointments from their mobile devices or desktop computers.

Legacy wealth management firms are adapting or folding. And with new legislation that went into effect recently, it’s essential for wealth management advisors to join the revolution or risk paying substantial penalties.

The Security and Exchange Commission Regulation Best Interest enhancements, which went into effect September 10, 2019, improve a standard of conduct for wealth management, retirement, and life insurance firms when disclosing fees, providing advice and helping clients choose the ri...

August 15, 2019

An experienced wealth management advisor delivers messaging to clients on a regular basis through multiple channels — from emails and social media posts to text messaging and snail-mail. Despite the effort, engagement with several clients remains stagnant. 

This is not an isolated case. Client engagement is a major challenge wealth management advisors face when it comes to growing their businesses.

Leveraging the innovations of artificial intelligence (AI), the developers at Salesforce launched Ei...

July 2, 2019

Do you know what systems your financial advisors use to service their book of business? […..] We didn’t expect you to.

Amidst the recent regulatory changes, many financial services institutions are trying to obtain a more holistic view of their business. One way of achieving this is by migrating financial advisors onto a single, centralized platform. However, this is not an easy feat when you don’t know what systems are used by your advisor network.

Challenges That Called for A Unique Approach

When...

Until recently, segregated business units allowed for exponential growth within the financial services industry. Advisors establish their book of business independently, manage client portfolios, and generate revenue for everyone involved - including the institution they are part of. What’s not to like about this model?!

But times are changing, and ever-evolving laws and regulations impact financial services institutions in every way. Regulatory changes have been a driving force for the industry...

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