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Financial Services Cloud - Blueprint Webinar (March 20, 2016)
1.
Page 1 Salesforce Industries Financial
Services – Wealth Management Industry Blueprint V 1.0 – Mar 3, 2016
2.
Page 2 © Copyright
2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Forward-Looking Statements
3.
Page 3 Industry Blueprint
4.
Page 4 © Copyright
2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Financial Services Business View PROCESSES MARKET SELL ORIGINATE UNDERWRITE / ADJUDICATE FULFILL SERVICE & TRANSACT REVIEW, RENEW & GROW COLLECT & MANAGE CLIENT ENAGEMENT ATM Branch Contact Center Agent/BrokerMobile OnlineSocial » » » » » » » INVESTMENT BANKING PRODUCTS Equities Trading Mergers and Acquisitions Asset Management Brokerage Services Private Banking COMMERCIAL BANKING PRODUCTS Banking Credit Cards Cash Management Prepaid Cards Equity/Debt Trade Finance Loans Trade Services Payments Liquidity Management ANNUAL REVENUE SEGMENTS < $100M $100M - $500M $500M - $1B $1B - $10B+ ANNUAL REVENUE SEGMENTS $100M - $500M $500M - $1B $1B - $10B $10B + INSURANCE PRODUCTS Life & Annuities Property & Causality CUSTOMER SEGMENTS PERSONAL COMMERCIAL Single Small Business Dinks Mid Size Family Enterprise Retired Wearables WEALTH MANAGEMENT CLIENT SEGMENTS Mass Market Mass Affluent High Net worth Ultra High Net worth PRODUCTS/SERVICES Asset Management Deposits Lending Insurance Concierge Services RETAIL BANKING PRODUCTS Deposits Investments Payments Credit Cards Loans LOC Mortgage Services CONSUMER SEGMENTS Student Post-Grad/First Job Married Family/Investing Retirement
5.
Wealth Management Blueprint
has been defined using the following method industry trends drive new business themes business themes drive new business capabilities © Copyright 2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States
6.
Key Wealth Management
Trends Wealth Management Industry Drivers Changing Investor Behavior Robo Advisors Bigdata Analytics Goal Based Advice Changing Regulatory Environment Shifting Demographics Reference: 10 Disruptive trends in wealth management 2015 by Deloitte © Copyright 2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States
7.
New Business Themes Business
Themes Tailored financial advice & products Anywhere/anytime advice Rich digital engagement Multiple sources of advice Robo & hybrid advice Goal based advice Multi-generational relationships Advisor & client retention Effective & proactive engagement Predictive analytics Advisor efficiency Regulations & Compliance © Copyright 2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States
8.
Page 8 © Copyright
2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Wealth Management Blueprint: Level 0 (Business Capabilities) Back Office Middle Office 8. Risk Management 9. Internal Controls 10. Accounting 11. Legal 12. Research & Analysis 13. Front Office Support Functions Front Office 1. Practice Management 2. Prospecting & Relationship Management 3. Wealth Planning 4. On-boarding 5. Servicing 6. Modeling, Rebalancing & Portfolio Management 7. Reporting, Review and Bigdata Analytics 14. Product Development & Management 15. Product Fulfillment & Servicing 16. Treasury Management 17. Human Resources Management 18. Technology 19. Enterprise Planning & Management Client Engagement ATMBranch Advisor/Broker MobileOnline Social WearablesContact Center Enablers 20. Enablers 3rd Parties 21. External Parties 360-degree Client View Party (Retail Customer / B2B Party) Contact Information Engagement Preferences Client Interactions & Knowledge Financial Information Case Info, Service History Transaction History Rollups
9.
Page 9 © Copyright
2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States 1. Practice Management 2. Prospecting & Relationship Management 3. Wealth Planning 4. On-boarding 5. Servicing 6. Modeling, Rebalancing & Portfolio Management 7. Reporting, Review, Bigdata Analytics 1.1 Sales Planning & Forecasting 2.1 Prospect Attraction 2.6 Pipeline Mgmt. 3.1 Goal Based Planning 3.6 Family Office Support 4.1 Digital Account Opening & Compliance Validation 5.1 Trading Facilitation & Execution 6.1 Model Dev. & Admin. 7.1 Practice Dashboards 1.2 FA Attraction & On-boarding 2.2 Leads & Referrals Mgmt. 2.7 Campaign Mgmt. 3.2 Retirement Planning 3.7 Philanthropic Planning 4.2 Straight Through Processing 5.2 Case Mgmt. 6.2 Rebalancing 7.2 Operational & Compliance Reporting 1.3 Compensation Mgmt. 2.3 Opportunity Management 2.8 Activity Mgmt. 3.3 Education/Col lege Planning 3.8 Special Needs 4.3 Product/Service Selection 5.3 Self Service, Client Portal, Robo advisors 6.3 Portfolio Construction 7.3 Client Reporting 1.4 Regulatory & Compliance Oversight 2.4 360-degree client view 2.9 Journey Mgmt. 3.4 Int’l Tax Planning 3.9 Simulation & Wealth Projection 4.4 Account Opening Interfaces 5.4 Call Center 6.4 Portfolio Analysis & Monitoring 7.4 Bigdata Analytics & Business Intelligence 1.5 Business Mgmt. & Admin Support 2.5 House holding & Relationship groups 2.10 Data Aggregation 3.5 Estate Planning 3.10 Proposal Assembly & Approval Workflow 4.5 Document Mgmt. 5.5 Relationship Deepening & client engagement effectiveness 6.5 Cash Flow Forecast 7.5 Periodic Client Reviews 3.11 Investor Risk Scoring Wealth Management Blueprint: Front Office – Level 1 Processes
10.
Page 10 © Copyright
2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Wealth Management Blueprint: Middle Office – Level 1 Processes 8. Risk Management 9. Internal Controls 10. Accounting 11. Legal 12. Research & Analysis 13. Front Office Support Functions 8.1 Manage Credit Risk 9.1 Analyze Capital Flow 10.1 Statements 11.1 Legal Management 12.1 Securities Research 13.1 Paperless middle office 8.2 Manage Market Risk 9.2 Control checks on accuracy of profits & loss 10.2 Financial Control 11.2 Contract Structuring 12.2 Rating 13.2 Automate compliance functions like KYC/AML 8.3 Manage Operational Risk 9.3 Auditing 10.3 Financial Compliance Resolution 11.3 Monitoring Regulatory Change 12.3 Performance 13.3 Automate handling of client actions items like checking order status, adding beneficiary etc. 8.4 Manage Strategic Risk 10.4 Tax Administration 12.4 Classification 13.4 Automate client/practice mgmt. & compliance reporting and analytics 8.5 Manage Regulatory Risk 12. Market News
11.
Page 11 © Copyright
2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Wealth Management Blueprint: Back Office – Level 1 Processes 14. Product Development & Management 15. Product Fulfillment & Servicing 16. Treasury Management 17. Human Resources Management 18. Technology 19. Enterprise Planning & Management 14.1 Securities 15.1 Investment Accounts 16.1 Cash Management 17.1 HR Policies & Practices 18.1 Infrastructure Mgmt. 19.1 Strategic Business Planning 14.2 Banking Products 15.2 Bank Accounts 16.2 Liquidity Planning & Control 17.2 Workforce Development 18.2 Information Security Mgmt. 19.2 Change Mgmt. 14.3 Insurance Products 15.3 Insurance Policies 16.3 Management of interest, currency and commodity risks 17.3 Organization Development 18.3 Business Continuity Mgmt. 19.3 Release & Deployment Mgmt. 14.4 Special Products 15.4 Annuities 16.4 Procurement of finance & investments 17.4 Employee & Labor Relations Mgmt. 18.4 Information Mgmt. 19.4 Performance Mgmt. 14.5 Non-Financial Products 15.5 Books & Records 16.5 Contacts with banks & rating agencies 17.5 Workforce Strategy 18.5 Device Mgmt. 19.5 Service Level Mgmt. 14.6 Product Strategy 15.6 Cash Mgmt 16.6 Corporate Finance 19.6 Program & Project Mgmt. 14.7 Product Master 15.7 Custody & Clearing 19.7 Facilities Mgmt. & Support
12.
Page 12 © Copyright
2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Wealth Management: Enablers & External Parties – Level 1 Processes 20. Enablers 20.1 Security 20.5 Ideas 20.2 Workflow 20.6 Integration 20.3 Collaboration 20.7 MDM 20.4 Communities 20.8 Apps in AppExchange 21. External Parties 21.1 Custodians 21.7 Social Media 21.2 Brokers & Transfer Agents 21. 8 Lead/Prospect Data Providers 21.3 Market Data Providers 21.9 Other Data/Service Providers 21.4 Account Aggregators 21.10 Regulators 21.5 Insurance Clearing Houses 21.11 Govt. Agencies 21.6 Data Aggregators
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Client Engagement: Capability Overview Client Engagement Branch Agent/Broker Contact Center Online Mobile Social ATM Wearables Capability Summary • Provide seamless experience across all channels • Enable co-browsing • Leverage mobile & social channels to effectively engage millennial clients (Gen Y) • Drive do-it-yourself clients to less expensive or self service channels • Leverage assisted channels to provide differencing customer experience by providing advice on complex portfolios & excellent customer service • Improve advisor productivity by delivering right information to right channels based on engagement preferences • Leverage wearables to send contextual alerts and notifications to both advisors and clients (example: market event that forces a rebalancing scenario) A focus on digital channels like mobile/social allows financial advisors to engage younger clients effectively at a reduced service cost. Assisted channels are necessary to provide advice on complex portfolios & to handle customer issues.
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Front Office Layer: Capability Overview Front Office Practice Management Prospecting & Relationship Management Wealth Planning On-boarding Servicing Modeling, Rebalancing & Portfolio Management Reporting, Review, Bigdata Analytics Capability Summary Manage: • Improve advisor efficiency by addressing workflows gaps, reducing duplicate data entry and providing single view of information from across many front, middle and back office systems • Manage business effectively by leveraging analytics over historical practice performance data • Enforce regulatory/compliance requirements and manage regulatory risk by proactively identifying and resolving non-compliance items. In light of changing regulations, Compliance can be a differentiating capability that wealth management firms can offer to advisors. Also compliance automation can significantly improve advisory efficiency and gives time back to build/develop client relationships • Provide 360-degree client view so that advisors can fully understand client goals/needs and can provide a personalized advise • Effectively engage prospects/clients across all channels and throughout the client lifecycle • Offer digital on-boarding experience with straight through processing & automated compliance checks • Provide integration to data aggregation tools, wealth planning, portfolio management, performance reporting, custodians and other middle & back office systems like books & records, product fulfillment/servicing systems so that advisors can focus on advising/serving clients rather than aggregating data from multiple systems • Provide servicing capability through self service and assisted channels (offer client portal, call center integration etc.). Deepen: • Enable cross/up sells by addressing workflow, data gaps and integrations across different line of businesses • Leverage predictive analytics to anticipate and resolve service actions • Proactively deliver alerts & notifications to advisors & clients on contextual business/life events • Reduce advisor’s swivel chair time by fully integrating front, middle and back office systems Grow: • Attract financial advisors and enable them by providing right tools to grow their book-of-business • Leverage predictive analytics to target leads/prospects with relevant offers/products and improve lead conversion rates Processes provide capabilities to manage the advisory practice and ensure adherence to compliance standards, tools to improve advisor productivity and build book of business, and an engagement layer to engage clients throughout the client life cycle.
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Middle Office Layer: Capability Overview Middle Office Risk Management Internal Controls Accounting Legal Research & Analysis Front Office Support Functions Capability Summary • Enable Paperless Middle Office (ex: digital on-boarding) • Fully automate front office support activities • Implement and enforce technology controls to manage regulatory and compliance risk • Ensure effectiveness of governance, risk management, and control processes through internal audits • Allow senior leaders to have real-time access to quality business data by enforcing data quality/accounting standards • Automate reporting and analytics by providing shared service based on single view of business data • Allow business to manage different types of risks: operational, regulatory, strategic, credit and market • Provide up to date research and analysis of securities. Provide data on securities performance, future projections, rating, market perspective etc. Processes that help manage risk across the organization through various controls, standards and audits. They also provide administrative support to customer-facing personnel.
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Back Office Layer: Capability Overview Back Office Product Development & Management Product Fulfillment & Servicing Treasury Management Human Resources Management Technology Enterprise Planning & Management Capability Summary • Define product strategy, develop products and manage master product catalog • Provides product specific fulfillment, servicing and default management capabilities • Manages core banking functions like cash management, payments, procurement of finances, investments etc. • Provide enterprise capabilities HR, stakeholder relationships mgmt., finance/asset mgmt., project/program mgmt., change mgmt., release & deployment mgmt., performance mgmt., service level mgmt., facilities mgmt. etc. • Provide technology infrastructure (ex: enterprise service bus, servers, mobility devices) to run banking operations Processes that provide core banking and standard enterprise management capabilities
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Enablers Layer: Capability Overview Enablers Security Workflow Collaboration Communities Ideas Integration MDM Apps in App Exchange Capability Summary • Provide sign sign-on, event monitoring, field auditing and encryption type of capabilities to protect customer data & meet regulatory requirements • Provide E2E workflows to fully automate business processes and eliminate manual workarounds • Enable collaboration with clients and members of advisor team • Enable clients to self service and have real-time access to their portfolio performance data by providing client portal across multiple engagement channels • Leverage partners to provide integration capabilities like enterprise service business, banking APIs, ETL & MDM tools etc. to fully connect the wealth management organization and reduce duplicate data entry and improve advisor efficiency • Enable partners to build innovative apps to provide differentiating customer experience • Provide single view of data to enable E2E reporting & analytics Enablers provide improved operational efficiency, data security and effective client engagement by deploying automated business processes and connecting the entire wealth management organization in an effective manner
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States External Parties: Capability Overview External Parties Custodians Brokers & Transfer Agents Market Data Providers Accounts Aggregators Insurance Clearinghouses Data Aggregators Social Media Lead/Prospect Data Providers Other Data/Service Providers Regulators Govt. Agencies Capability Summary • Integrate with custodians, brokers/transfers agents, account aggregators, clearinghouses to aggregate account data at the 360-profile level and eliminate manual workarounds • Fully automate business processes like on-boarding, trade execution etc. and there by eliminate duplicate and manual data entry across multiple apps • Build database of quality leads and improve lead conversion rates • Integrate with social media to build social client profile. Also effectively engage clients throughout the client life cycle and positively influence the practice brand • Connect with regulators and govt. agencies to ensure regulatory compliance and mitigate risk Integrate with larger wealth management ecosystem to enable effective lead targeting by improving lead data quality, enable E2E business processes and provide single point access to data by aggregating data.
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States ▪ For data/information concepts defined in Salesforce Financial Services Cloud (FSC) Product, leverage the Salesforce Data Model (ex: Account, Contact, Financial Account, Holding, Goal etc.) and extend as necessary ▪ For data/information concepts not defined by FSC, we recommend use of ISO20022 standard as a baseline to define data model & integration interfaces. The base ISO model can be extended to support your use cases. Conforming to a standard will ensure easy integration & smooth orchestration between other partner solutions & FSC. We want to eliminate/reduce conflicts in data model definition by different partners & FSC ▪ For more info ISO standard, refer to: https://www.iso20022.org/ Data Model Guidance
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Page 20 Appendix A Functional
Requirements
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Advisor Desktop – Key Requirements ID Requirement Category Priority Comments 1 Manage advisor registration, licensing, qualifications, certifications and continuous educational requirements Practice Management High License to advise clients 2 Provide a capability for advisors to define client service models (ex: high, med, low touch clients) and to help implement them throughout the client life cycle Practice Management High Service models 3 Implement analytics and dashboards to manage and improve advisory practice. The dashboards might include; clients by age, clients by service models, clients by fees/commission, business expenses, AUM by regions, client profitability etc. Practice Management High Practice dashboards 4 Manage fees/commissions Practice Management High Fees/commissions 5 Manage advisory relationships (includes advisor attraction & on-boarding) Practice Management High Advisor on-boarding 6 Provide appropriate tools to advisors to help streamline advisor activities, business processes and improve advisory efficiency. They might include collecting ideas from advisors, resolving issues/cases, facilitating collaboration among advisor teams etc. Practice Management High Advisor at the center
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Advisor Desktop – Key Requirements ID Requirement Category Priority Comments 1 Provide 360-degree view of client information through automated processes Client Prospecting & Relationship Management High 360-degree client view 2 Establish a centralized and comprehensive system of record for all client profile information along with all existing relationships. Client Prospecting & Relationship Management High 360-degree client view 3 Ability for advisor to print full client view, which contains a client’s financial goals, plans, assets, meetings planned, etc. This requires that all supporting systems (such as portfolio mgmt., financial planning) are able to refer to the client uniquely. Client Prospecting & Relationship Management High 360-degree client view 4 Aggregate clients’ data across all the internal products Client Prospecting & Relationship Management High 360-degree client view 5 Aggregate clients’ data across external financial institutions. This results in increased cross-sell opportunities. Client Prospecting & Relationship Management High 360-degree client view 6 Provide capability to alert advisors on client life events or profile changes Client Prospecting & Relationship Management High 360-degree view Alerts & Notification
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Advisor Desktop – Key Requirements ID Requirement Category Priority Comments 7 Tightly integrate lead management with contact management (i.e., activity or event management). It enables efficient leads mgmt. as well as calendar & contact mgmt. Client Prospecting & Relationship Management High Leads Mgmt. Activity/Event Management 8 Provide ability to generate comprehensive view of a prospect (interactions, referred by, mailers sent etc.) Client Prospecting & Relationship Management High Lead/Prospect Mgmt. 9 Provide Calendar/Email integration Client Prospecting & Relationship Management High Contact Management 10 Provide a capability to capture KYC information beginning with first client touch. And integrate with KYC enforcement systems Client Prospecting & Relationship Management High KYC Compliance 11 Provide ability to fetch financial data from both existing internal relationships as well as from external financial institutions or account aggregators Client Prospecting & Relationship Management High Knowledge Management 360-degree view 12 Provide ability to auto populate client and financial data from existing data sources Client Prospecting & Relationship Management High Auto form population 13 Provide ability to support, customize and automate grouping concepts like households, relationship groups etc. Client Prospecting & Relationship Management High Relationship Groups
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Advisor Desktop – Key Requirements ID Requirement Category Priority Comments 14 Track lead usage and prompt advisors of ‘not acted upon’ leads Client Prospecting & Relationship Management High Leads Mgmt. 15 Measure productivity with respect to lead conversion Client Prospecting & Relationship Management High Leads Mgmt. 16 Populate lead with client / prospect information (ex: past advisor relationships, past meetings, etc.). Providing access to client info along with lead helps advisors with correct understanding of client needs Client Prospecting & Relationship Management High Leads Mgmt. 17 Incorporate a structured KYC data collection framework into profile management capability so that advisors can comply with KYC regulations Client Prospecting & Relationship Management High KYC Compliance 18 Enable KYC checks to be an automated and on-going activity, instead of a one time check done during account opening process Client Prospecting & Relationship Management High KYC Compliance 19 Implement use cases that result in improved advisor efficiency. They might include: Aggregating data, presenting relevant information, generating contextual alerts/notifications, providing integration to related systems, streamlining business processes, surfacing status of key business activities etc. Client Prospecting & Relationship Management High Advisor Productivity
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Advisor Desktop – Key Requirements ID Requirement Category Priority Comments 1 Integrate financial plan with client profile data. The planning tool should automatically gather data from client profile and other sources to improve efficiency Wealth Planning High 2 Implement plan wizard functionality. It should facilitate a step-wise approach to financial plans. This helps ensure standardization and completeness in financial plans. Based on client goals, financial positions, and risk profile, the wizard should make a determination of the recommended set of planning tools. It should automatically pre- populate the planning tools with client data from profile database. Wealth Planning High 3 System must provide ability to select appropriate forms based on planning output Wealth Planning Medium Part of client On-boarding capability 4 Integration of financial planning tools output into portfolio management tools. This would allow advisor and client to see how portfolio is measuring up against the financial plan. Also advisors can setup alerts based on the performance and plan goals. Wealth Planning High Part of alerts mgmt. capability 5 Provide ability for planning tools to integrate with modeling/simulation tools to extract their output to incorporate it into financial plan Wealth Planning Low 6 Planning tools should support multiple goals and plans for one client Wealth Planning Low
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Advisor Desktop – Key Requirements ID Requirement Category Priority Comments 7 Integrate advisor desktop, financial planning, portfolio management, illustration, overlay, asset allocation tools to allow for automated portfolio rebalancing Wealth Planning High Portfolio Management 8 Integrate advisor desktop, financial planning, and portfolio management tools to provide automated process for comparing financial status with plan Wealth Planning High Portfolio Management 9 Implement goal based planning Wealth Planning High Planning 10 Implement client action plans based non-financial goals (ex: philanthropic goals) Wealth Planning High Goal based Planning
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Advisor Desktop – Key Requirements ID Requirement Category Priority Comments 1 Provide a unified account opening tool Client on- boarding Medium Capability 2 Provide a plan wizard to enable automatic identification and selection of correct account opening forms based on the financial plan, product, and custodian. Additionally the tool should have a user friendly interface to help advisors identify the right form Client on- boarding Medium Capability 3 Pre-fill all existing client information. Any information that has already been entered should not have to be entered again. The tool should allow both advisor and client to complete the forms online Client on- boarding Medium Capability 4 Allow for multi-channel account opening Client on- boarding Medium Capability 5 Have a customizable and extensible workflow Client on- boarding Medium Capability 6 Integrate with trading systems to facilitate handling of both dollar & non-dollar denominated asset orders Client on- boarding High Trading 7 Provide self-service application with good call center technology for clients with lower investable assets Client on- boarding Low Platform for DIY clients
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Advisor Desktop – Key Requirements ID Requirement Category Priority Comments 8 Provide unified order initiation platform to enhance efficiency of entering transactions and monitoring status Client on- boarding Low Order Management 9 Streamline on-boarding business process by integrating all accounting opening apps/interfaces (doc mgmt., custodians, forms, eSignature, KYC etc.) Client on- boarding High Streamlining 10 Provide ability to view account status online Client On- boarding High Status tracking 11 Implement rules engine to maintain and execute various account opening rules (ex: product rules, regulatory rules, custodian rules, state rules etc.) Client On- boarding High Rules engine 12 Aggregate account data from multiple custodians, books & records systems Client On- boarding High Data aggregation 13 Implement client action plans based on service models (Ex: annual/ quarterly portfolio reviews) Client On- boarding High Service models
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Advisor Desktop – Key Requirements ID Requirement Category Priority Comments 1 Implement self service and assisted channels to customers Client Servicing High Portfolio Management 2 Integration with product servicing systems Client Servicing High Servicing 3 Implement next best servicing action Client Servicing High Analytics 4 Implement case status (Domino’s pizza tracker style) Client Servicing High Case integration 5 Implement client Portal for self servicing Client Servicing High self servicing 6 Implement client retention, loyalty mgmt., and relationship deepening capabilities. Relationship deepening might include assets allocation (converting held away accounts, retention, referrals, cross/up sells etc.) Client Servicing High Relationship deepening 7 Implement client engagement based analytics & dashboards. Also provide analytics around cost of acquiring new clients vs retaining existing clients Client Servicing High Client analytics
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Advisor Desktop – Key Requirements ID Requirement Category Priority Comments 8 Implement integration with trading systems to facilitate trade executions and order status updates Client Servicing High Trading integration 9 Streamline client collaboration with advisor team Client Servicing High Collaboration 10 Provide a capability to request, collect documents, capture documents, store and share documents Client Servicing High Document collaboration 11 Provide appointment scheduling capability for clients Client Servicing High Appointment booking 12 Implement video calling, co-browsing etc. to improve client collaboration Client Servicing High Collaboration
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Advisor Desktop – Key Requirements ID Requirement Category Priority Comments 1 Integrate on-boarding & portfolio management to improve advisor productivity Portfolio Management High Onboarding integration 2 Implement portfolio billing, client revenue, client profitability capabilities Portfolio Management High Billing 3 Integrate planning, relationship management, and portfolio mgmt. to measure portfolio performance against client goals Portfolio Management High performance monitoring 4 Implement rebalancing Portfolio Management High Rebalancing 5 Implement portfolio analytics Portfolio Management High Analytics
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Advisor Desktop – Key Requirements ID Requirement Category Priority Comments 1 Ability to provide single, consolidated and comprehensive statements Reporting, Review, and Bigdata Analytics High 2 Provide consistent client reports across business processes and business units Reporting, Review, and Bigdata Analytics High Client Reporting 3 Provide capability for reporting across accounts (ex: asset allocation across all accounts) and group multiple accounts for reporting Reporting, Review, and Bigdata Analytics High Client Reporting 4 Provide comprehensive, consolidated and customizable reporting capabilities Reporting, Review, and Bigdata Analytics High 5 Provide a single, comprehensive view of client (including account balances within and outside firm, financial plan, goals etc.) Reporting, Review, and Bigdata Analytics High 6 Provide ability to customize reports based on client needs Reporting, Review, and Bigdata Analytics High 7 Provide ability to report across accounts & groups of multiple accounts Reporting, Review, and Bigdata Analytics High
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Advisor Desktop – Key Requirements ID Requirement Category Priority Comments 8 Provide a centralized reporting interface Reporting, Review, and Bigdata Analytics High 9 Ability to generate wide variety of reports without the advisor having to go to different apps (from simple account balance and net worth to complex attribution analysis) Reporting, Review, and Bigdata Analytics High 10 Advisor should be able to customize and personalize reports Reporting, Review, and Bigdata Analytics High 11 Ability to generate consolidated reports with data across all accounts and groups of accounts Reporting, Review, and Bigdata Analytics High 12 Provide ability for client to review plan and portfolio performance on an on-going basis Reporting, Review, and Bigdata Analytics High 13 Bigdata Analytics - Predictive analytics for practice mgmt insights, bespoke advice & products, next best service action, book of business insights, client portfolio insights etc. Reporting, Review, and Bigdata Analytics High Predictive Analytics
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Advisor Desktop – Key Requirements ID Requirement Category Priority Comments 1 Provide capabilities to assess product suitability (based on client risk profile), assess program/portfolio (based on client risk & capacity) on a periodic basis and track history for trending analysis & analytics. CPQ, Practice Mgmt. High Business enabler 2 Integrate front office with middle & back office systems (ex: books & records systems) Tech enabler High Integration 4 Regulatory Compliance: Provide compliance capabilities for wealth mgmt.: FINRA, MSRB, KYC, suitability standards, fund manager due diligence related rules etc. Business Enabler High Regulations
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2000-2015 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. The Landmark at One Market, Suite 300, San Francisco, CA, 94105, United States Advisor Desktop – Key Requirements ID Requirement Category Priority Comments 1 Provide single single-on and identify management capability across all apps that advisors use (ex: planning, portfolio mgmt., account opening, advisor desktop, lead/contact mgmt. etc.) to streamline user access and provisioning Technology Enablers High Security 2 Provide technology capabilities like mobile, social, collaboration etc. Technology Enablers High 3 Provide alerts & notifications capability Technology Enablers High 4 Provide workflow, collaboration, communities, ideas and search capabilities Technology Enablers High 5 Provide integration and MDM capabilities Technology Enablers High 6 Provide events management capability Technology Enablers High
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