SAN FRANCISCO, April 12, 2018 /PRNewswire/ -- Salesforce (NYSE:
CRM), the global leader in CRM, today announced that Sequoia
Financial Group—an award-winning wealth management firm that serves
private, institutional and corporate clients in the Midwest and
Southern U.S.—has deployed Salesforce Financial Services Cloud to
transform the client experience, deepen its relationships and grow
its book of business.
Throughout its more than 25 years in business, Sequoia Financial
Group's mission has been focused on providing the best experience
for its clients and their families. With user expectations rising,
Sequoia Financial Group realized the need for a technology platform
that could support the delivery of highly personalized advice for
thousands of clients. The company turned to Salesforce Financial
Services Cloud to make it easy for advisors to access wealth
information for the client, household and extended relationship
network in one place. In addition, they needed a platform to easily
integrate with wealth management technology partners across
accounting, portfolio management and more, to ensure their advisors
could provide more personalized client services.
"We are laser-focused on enriching the lives of our clients and
families, and understanding their needs and desires is paramount,"
said Trevor Chuna, Vice President,
Wealth Planning & Operations, Sequoia Financial Group. "With
Salesforce Financial Services Cloud, we are able to deliver more
personalized services and make more informed decisions, increasing
the productivity of our team and helping clients in their effort to
achieve their financial goals."
Financial Services Cloud allows Sequoia Financial Group to
easily map relationship networks, making it easier than ever to
manage multiple clients and households across private,
institutional and corporate customers. And, because it's powered by
Salesforce Einstein, Financial Service Cloud can apply AI to
surface new client insights, offer intelligent recommendations and
automate advisor touch points, helping advisors deliver proactive
and personalized advice for everyone.
Sequoia Financial Group is also planning to leverage
integrations with wealth partners on the Salesforce AppExchange,
including AccountingSeed, Envestnet | Tamarac, and Xactly, among
others, to supercharge advisor productivity and eliminate the need
to toggle between different siloed systems to achieve a 360-degree
view of clients and households. With less time needed to gather
client data, Sequoia advisors can focus more on deepening their
client relationships and growing their book of business.
"Technology has vastly changed the way customers expect to
interact with financial institutions, so wealth management firms
need to provide more personalized and engaging experiences to
compete," said Rohit Mahna, SVP and
GM of Financial Services, Salesforce. "Sequoia Financial Group
understands this imperative, and we're excited to support them in
their digital transformation journey."
About Sequoia Financial Group
Founded in Ohio in 1991, Sequoia
Financial Group, LLC (www.sequoia-financial.com) takes a truly
client-centered approach to providing comprehensive financial
planning and wealth management services, including asset
management, estate and retirement planning, fiduciary consulting,
family wealth and institutional services. Sequoia is committed to
exceptional client service by building and maintaining strong
relationships that emphasize long-term planning to help their
clients in reaching their financial and life goals. Today, Sequoia
has more than 60 employees in offices throughout Ohio, Florida
and Michigan.
About Salesforce Financial Services Cloud
Built on the world's #1 CRM platform, Financial Services Cloud
enables retail banking and wealth management institutions to bring
together disparate lines of business, geographies, and channels to
put customers at the center of every interaction. With Financial
Services Cloud, financial institutions can take a meaningful step
toward collaborating together as one team to guide customers and
their families along their financial life journeys.
Connect with Salesforce
- For more information on Salesforce Financial Services Cloud,
visit: http://www.salesforce.com/financialservicescloud
- For more information on wealth management solutions for
Salesforce Financial Services Cloud, visit:
https://www.salesforce.com/solutions/industries/financial-services/financial-services-cloud/ria-financial-services/
- Like Salesforce on Facebook http://facebook.com/salesforce
- Follow @salesforce on Twitter
About Salesforce
Salesforce, the global CRM leader,
empowers companies to connect with their customers in a whole new
way. For more information about Salesforce (NYSE: CRM), visit:
www.salesforce.com.
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SOURCE Salesforce