Empower Advisors with a 360° Client View
Wealth managers and private bankers need more than a CRM—they need a platform that delivers a holistic client view, simplifies complex structures, and drives meaningful client engagement. Lakeworth’s Wealth Management FSC Accelerator equips firms with pre-built Salesforce FSC configurations designed for advisors, portfolio managers, and service teams.
Purpose-built Salesforce FSC configuration designed around commercial banking workflows:
Unified profiles for households, trusts, and legal entities with clear relationship maps.Client & Household 360 Unified profiles for households, trusts, and legal entities with clear relationship maps.
Track accounts, assets under management, liabilities, and financial goals in one view.
Role-based layouts and dashboards designed for advisors and service associates.
Streamlined onboarding workflows, document management, and compliance checkpoints.
Automate client requests with case routing, SLA tracking, and service dashboards.
Monitor new business opportunities and referral flows across advisors and branches.
The Wealth Management Accelerator was designed by senior Salesforce architects who have led wealth and banking FSC projects for firms across North America. It incorporates lessons learned from past implementations—so you don’t start from scratch, and your advisors get tools they’ll actually use.
