Achieve Excellence.
1-833-825-8946 (Taku Win)
Even the most stable Wealth Management firms must adapt to the changing demands of the market and clients to ensure growth going forward.
Instead of losing market share to your competitors tomorrow, wealth management firms should continue to focus on innovation and the use of data to deliver richer client products, solutions and experiences.
Wealth managers should reframe and invest in a digital and cloud technology platform and ecosystem innovation, while adapting to global market changes and trends.
When you leverage Taku Salesforce Wealth Management experts you harness the full digital capabilities for increased advisor effectiveness and client customization, instilling confidence with your internal teams and significantly improving the entire customer experience.
Your firm will further reinvent itself to become a data-driven, smarter wealth management organization that delivers hyper-personalized client solutions―supported by a more liquid workforce.
Taku Wealth Management Solutions
Lead by Delivering High Client Value
We invite you to find out more about our Salesforce solutions and services
Toll free: 1-833-825-8946; E-mail: sales@takuinc.com
Taku provides highly experienced Wealth Management resources to leverage global trends:
- Upgrade your tech stacks to improve performance and overall valuation.
- The new B2C market is more advice-based versus basic investment planning.
- ESG and Sustainable Investing takes on bigger role in client portfolios, pushing it to the advisor’s workstation.
- Tackle the wealth transfer opportunity, taking into account clients’ causes, personal beliefs and values.
- Embracing more nimble advice tools while leveraging modules that allow advisors to focus on specific advice areas.
- As digital and hybrid advice platforms gain market share, increased competition has put renewed pressure on new client development.
- Tailor Financial Advisor compensation models, as regulations change and the fiduciary model becomes more prominent.
- As you serve more clients remotely, firms need an efficient, automated client onboarding system to meet increased demand.
- Leverage Analytics to enhance Sales and Service, to create in-depth customer profiles and better examine the content, context, and sentiment within client conversations in order to target these high-value customers with tailored products or advice at the right time.
- How do you ensure that your organization emerges stronger after a tumultuous year?
- Wealth management organizations know that the key to transformation is investing in the appropriate technologies to digitize their operations, while hyper-customizing the user experience.
- We can help ensure that your Salesforce investment doesn’t end up as an application reinforcing the old game plan facing today’s evolving market.
- Advice and experience will matter to clients more than ever.
- Our team of highly experienced and certified consultants works with you to re-architect your business.
- Taku offers a unique ongoing support model to save you time and money.
- Multi-Factor Authentication solutions for secure authentication & access to Salesforce
We’ve been providing Salesforce consulting and implementation services since the early 2000’s, and in the process producing hundreds of satisfied clients, many of them Fortune 100 and 500 companies. In fact, most of our business comes via word-of-mouth referrals from our customers. Our highly trained staff is ready to provide a customized solution to meet your unique needs.
Taku was founded to provide expert Salesforce services at a competitive rate, without compromising quality and the level of experience. Our projects are uniquely designed to deliver high value, without exposing our clients to expensive and open ended contracts.