1. Wealth management App
for Capital managers
Company: Sterling Capital
Opportunity: Customization & App installation
Vertical: Wealth Management Services
? Challenge Solution Benefits
.
A Salesforce user they wanted to Mansa Systems developed Employees can now have instant
better manage their client customized reports for access to financial activity& history
portfolios & have a summary of Contacts, accounts & financial of clients through customized
their financial activity listing accounts in Salesforce reports
Due to lack of customized These reports could easily New management package
reports they lacked a tool to depict financial activity & history helped in generating labels
generate labels from their reports of all their accounts directly through reports & helped
in marketing initiatives
Our team installed wealth
management package in Sterling capital now offers better
Salesforce for better managed services to its clients
management of client capital &
helps in acquisition of new
business