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.