For: Wealth management and private banking · Built on: ServiceNow CRM (Financial Services Operations)
Give every relationship manager the whole client, in one place.
The real gap in wealth management isn't capability. It's continuity. When leads, onboarding and servicing live in different systems, the RM journey breaks, and so does the client experience. Our workflow-driven solution runs the entire HNI client lifecycle on one platform, from first conversation to long-term growth.
The problem wealth teams face: siloed journeys across systems · RMs stitching together client history before every meeting · risk profiles and reviews tracked outside the workflow · meeting notes captured inconsistently, so opportunities slip.
What the solution does
Customer 360. Portfolio, goals, recent transactions, interactions and service history on one screen.
Guided onboarding. Playbook-driven, with document collection and KYC checkpoints on mobile and desktop.
Embedded compliance. Risk profiling, refresh alerts and a full audit trail, run by the system.
Structured reviews. Quarterly portfolio reviews with insights, templates and built-in compliance checks.
Voice memo capture. The RM speaks a summary after a meeting; tasks and updates are logged automatically.
Growth engine. Cross-sell opportunities drawn from portfolio gaps, life events and client profile.
What changes for your business: higher RM productivity · faster, right-first-time onboarding · lower compliance risk · more system-assisted revenue opportunities.