Simplifying Onboarding for Wealth Management Firms
Wealth Management firms are increasingly seeking a streamlined, user-friendly way to understand their customers and onboard them efficiently — without the complexity.
In this session, we’ll walk through how Salesforce can support a seamless onboarding journey using practical tools and proven workflows.
🔍 What we’ll cover:
✅ Managing Leads and capturing interest via Web-to-Lead
✅ Converting Prospects into clients with guided Action Plans
✅ Building a Document Checklist for compliance and readiness
✅ Leveraging the Customer Community (including Mobile) for real-time engagement
✅ Using Screen Flows to guide users step-by-step
✅ Automating tasks with Approval Processes
Whether you’re starting from scratch or refining your onboarding journey, this session will give you a clear view of how Salesforce can simplify and enhance the entire process.
Speakers
Barney Haywood – Co-Founder, Futureform
Barney never intended for CRM to become his career, but nearly two decades later, here he is as the co-founder of Futureform. After working with Siebel for a few years, his head was turned by Salesforce, and once his eyes were opened to the capability of the platform, there was no turning back. He has been a Salesforce consultant in the UK and US, working with many of the largest and smallest Wealth Managers, Asset Managers, and Private Equity firms. As Futureform grows, Barney is excited about building a motivated and enthused team to help our customers on their Salesforce journeys.