June 202119integration network for enterprise software, particularly Salesforce Financial Services Cloud, within 24 hours to any new wealth management, brokerage, insurance or bank. "While most of our competitors require 6-12 months to accomplish the entire integration process, we create client and firm analytics from the combined integration of custodian and industry applications of various vendors, from Fidelity (NFS & IWS), Pershing (PAS & CLEARING) to TD Ameritrade, and planning software companies like Envestnet and Emoney," highlights Tsung.AppCrown aids most firms and banks to save millions of dollars in integrations and utilize that amount in the field of data, application of latest technologies like artificial intelligence, data mining, and data science for innovated wealth management. For Salesforce Financial Services Cloud customers, getting critical back office and vendor software data, natively, into the CRM can help realize the true potential of Einstein analytics. The company assists major names in the wealth management sector, including Key Bank, Bank of the West, and Bank of Oklahoma, among others. In the case of Bank of the West, the fifth-largest bank in California, AppCrown integrated Industry Data into Salesforce within 24 hours, including held away annuity systems to transform the annuity business. The bank needed to integrate wealth management information with retail in a very intelligent manner because of cybersecurity laws. It was getting difficult for the wealth manager to be fully integrated with retail. After utilizing AppCrown, Bank of the West has become more competitive in the market as it can potentially offer better services to customers visiting its retail branches. "This data integration and transparency help the bank optimize its operations and combine retail and wealth management together into one business banking strategy combining wealth and retail," states Tsung. At present, AppCrown has a great customer base in communities like RIAs, brokerage, banks and broker-dealers related to the wealth management sector. The company is focused on further growth in the existing markets and providing continuous assistance to its clients to integrate with world-class CRMs perfectly suited for business growth initiatives. BCOur multi-custodian integration solutions aggregate custodian data into Salesforce Financial Services Cloud (FSC), providing tremendous value for clients in the wealth management and banking sector
< Page 9 | Page 11 >