Comnexa

When London&Capital, a global wealth and asset management company approached us, they realised that they needed a single source of truth.

We worked with London&Capital to put Salesforce Financial Services Cloud at the centre of the business, as the single source of client, intermediary and prospect data. Users and executives report that they have a system that allows for relevant and up to date key information to be input by advisors; who can also now easily generate live reports based on complex relationship structures.

Watch below to find out how we worked with London&Capital and the transformational impact using Salesforce Financial Services Cloud has had on the business. See in the links in the comments below for more information.

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