With the release of Nest Wealth Pro for Salesforce on the Salesforce AppExchange, let’s take a look at some of the unique features of this new solution that can replace other tools and systems. Nest Wealth Pro for Salesforce is embedded into the Salesforce CRM, keeping users in the same flow of work they are familiar with, eliminating the swivel chair interface many currently struggle to manage.
Form Selection
- What is it: The ability to have the right forms returned to the advisor to select which document to include in their Account Opening Package. The form fields will then be automatically mapped to the onboarding questionnaire.
- Value Provided: Minimize the time it takes to locate the right forms based on the client’s use case.
- How it’s Done: Through our partnership with Quikforms!
- What Does it Replace:
- Small Firms: Fillable PDF
- Mid-size Firms: Third-party document generation & management solutions
- Large Firms: Proprietary or other third-party onboarding systems
Exceptional Onboarding Experience
- What is it: Removed noise from the typical account opening forms. The onboarding questionnaire is organized in a simplified way to make it easier to understand which information is required for account opening.
- Value Provided: Only ask for information once. Dynamically ask questions that are relevant to the account opening, eliminating manual, redundant, and time-consuming processes, to improve the overall ease of doing business for advisors and end clients.
- How it’s Done: With Nest Wealth Pro for Salesforce
- What Does it Replace:
- Manual work of filling out account onboarding forms
- Rekeying customer information
Form Mapping
- What is it: Data from the onboarding questionnaire is populated on the right forms in the right places.
- Value Provided: Minimize upkeep of changing forms over time and the ability to add proprietary forms.
- How it’s Done: Integration with Salesforce, Quikforms!, and Docusign.
- What Does it Replace:
- Small Firms: Implementation
- Large Firms: Internal IT mapping data to the forms
Prefill
- What is it: Leverage existing CRM data to fill in the onboarding questionnaire.
- Value Provided: Minimize manual rekeying when completing a new account opening. Removes multiple disparate source systems allowing you to leverage existing information to populate the right forms in the right places.
- How it’s Done: With Nest Wealth Pro for Salesforce
- What Does it Replace: Salesforce Developers, Internal Developers, & Third-party Developers.
Validations
- What is it: Ability to highlight any issues in the data entered into the onboarding questionnaire through field-level validation as well as data groupings.
- Value Provided: Reduce NIGOs and rework on account opening applications. Provide an exception-based approach to manual verifications.
- How it’s Done: With Nest Wealth Pro for Salesforce
- What Does it Replace: Salesforce Engineers, Internal Engineers, and Third-party consultants/engineers.
Client Portal
- What is it: Ability for the client to view, edit, and add details as part of the account opening questionnaire.
- Value Provided: Reduce any uncertainty in the onboarding questionnaire. Get answers on clients’ data quickly and gain visibility throughout the entire process.
- What Does it Replace: Another sourced system with relevant client data.
By using Nest Wealth Pro for Salesforce you’ll be able to:
- Reduce the time it takes to perform new account opening tasks, keeping you productive within your flow of work.
- Significantly reduce new account opening applications that are Not in Good Order (NIGO) by leveraging existing CRM Data.
- Increase engagement with clients to provide more relevant & meaningful service.
- Leverage connections to your firm’s Custodians such as Pershing, Charles Schwab, and Fidelity, to facilitate Account Opening without needing to leave your CRM.