The Background

The Client, a large financial planner in the USA, providing services like tracking user’s spending, monitoring financial goals, checking financial health, advising on purchases etc. wanted to empower its channel partners with a Salesforce based Wealth Management App with enhanced features for better decision making and service delivery.

The Challenge

Although seemingly straightforward, the challenge was to create an easy-to-use system, which could function standalone for each partner while simultaneously replicating the UI and graphics of the existing online application, within the restrictions of the Salesforce environment.

The Girikon Team Solution

Girikon proposed the solution of a Salesforce App, which could be provided in downloadable & installable formats. Ease-of-use for individual financial advisors and partners were the main drivers behind the design.

The Result

Girikon was able to deliver precisely what the client required. The App turned out to be a handy yet dependable financial tool for the wealth management industry. Additionally, the client got a “Smart budgeting software” to build budgets around preferences post analysis of financial details.

The solution featured:

  • Extensive client information like bank accounts, sources of income, expenses, credit cards, loans, tax details etc.
  • Easy-to-use options in Tab format
  • Capability to budget around client preferences

Forecasting & reporting specific to wealth management processes

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