Join us on 21 May at 3 p.m. BST

Wealth managers aren’t held back by client demand — they’re held back by document-heavy operations.

Advisers are still drafting Suitability Letters manually. Consent forms live in email threads. Client Agreements have no audit trail that stands up to scrutiny. This session shows you how to fix all three — directly inside Salesforce.

What You’ll See

We’ll demo document generation end-to-end from Salesforce — no Word templates, no manual drafting, no version control chaos. We’ll show how converting a lead to a person account automatically creates a structured SharePoint folder, and how SOWs and client agreements are generated in a single click via screen flows — then auto-saved back to SharePoint with full Salesforce linking, so nothing lives in a silo.

We’ll walk through how approval workflows and full audit trails are built in — so every Client Agreement and Consent form has a governed sign-off chain that stands up to regulatory scrutiny.

You’ll also see how clients interact with their documentation through a branded Experience Cloud portal. Futureform already runs an Experience Cloud site with document checklist functionality. In this session, Appiphony will demonstrate a custom Experience Connect component — built to match Futureform’s styling — that replaces the standard Salesforce file upload with a seamless, white-labelled client experience.

We’ll cover how the same approach extends to compliance outputs — CRS, FATCA, and SAR narratives — without rebuilding from scratch as regulations evolve.

And we’ll look ahead at where this goes next: Agentforce integration for dynamic content generation in financial plans, and — for firms already running Slack for Financial Services Cloud — how Slack can be brought into the workflow as an optional extension.

Why It Matters

The wealth firms that win in 2026 will:

• Issue Suitability Letters in minutes, not days
• Onboard clients with consistent, auditable documentation from day one — with SharePoint folders created automatically at the point of conversion
• Give clients a branded, self-service portal to upload and manage their own documents — not an inbox thread
• Evidence consent and sign-off in a single system — not across email, shared drives, and paper
• Free advisers from administrative overhead to focus on revenue-generating activity
• Scale document operations without scaling headcount

Salesforce, configured correctly with the right document generation layer, becomes the engine that makes this possible.

Who Should Attend

• Wealth Management CEOs & COOs
• Heads of Advice & Operations
• Compliance Leaders
• Transformation & Technology Owners
• Salesforce Product Owners in Financial Services

Join us to see how Futureform and Appiphony are helping wealth managers turn Salesforce into a document automation engine — and deliver measurable operational ROI in 2026.