The wealth management industry is going through unprecedented digital disruption. Wealth managers have to address challenges ranging from cost pressures to digital delivery channels to data security threats to stay competitive. As more customers seek services of trusted financial advisors, financial firms need to stay ahead of the game by adopting newer technology.
Virtusa helps address these challenges through a unique banking solution built on Salesforce Financial Services Cloud. The solution helps advisors differentiate themselves by building and managing client relationships effectively. We help accelerate adoption of Salesforce’s solution, and enable wealth managers to deliver the best customer service by helping them build deeper customer relationships. Our solution provides a 360-degree view of clients and prospects through analytics and interactive dashboards.