Salesforce financial services cloud wealth management strategies

On-Demand

Experience an in-depth tour and demo of Mogli's text messaging and Match My Email's capabilities within a typical Financial Service Cloud org. Wealth managers and admin will learn exactly how to unlock Salesforce's promise to "drive stronger client relationships that last generations.”

Mogli and Match My Email help deliver "concierge-level" service by saving you time on tedious tasks and providing unprecedented insight into digital communications.

The two apps enhance Financial Service Cloud's productivity and engagement benefits, thereby enabling you to focus on asset management and relationship building.

Join us to learn how. All are welcome!

Want to learn more? Read: Six ways to improve Financial Services client relations

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Mogli + Match My Email for wealth management on Salesforce Financial Services Cloud

Save time digging through incomplete or opaque conversation records that cross over between Salesforce Household Contacts and wealth management team members.
Gain insight resulting from 360 view of all Household Records.
Provide accurate and timely updates.
Avoid the costly risk oversight.
Efficiently capture referrals and generate new leads.
Automated Record creation and updates.

Download: Client relations and digital communication tips for Financial Services on Salesforce ®>>

Mogli for financial services

Expand international reach while keeping costs down.
SMS and WhatsApp are the two communications channels with the highest open and response rates.
With robust Mogli functionality messaging supports every stage of your client communications.
Enhances other platforms like data collection and email applications.

Mogli is a native Salesforce application for WhatsApp & SMS. With user-friendly, robust functionality and a fantastic USA-based Customer Success team, Mogli has inspired successful outcomes for a wide variety of financial services institutions. The application also offers innovative features such as automation tools, artificial intelligence, and text-to-pay options to suit a variety of use cases and needs. Visit Mogli on Appexchange! >>