Skybound Wealth Management Migrates to Salesforce to Boost Advisor Efficiency

Skybound Wealth Management, the 2024 "Leading Wealth Tech Adopter of the Middle East," announces a significant milestone in its ongoing technology journey. The firm has successfully migrated to Salesforce, a leading customer relationship management (CRM) platform. By adopting Salesforce, we have significantly enhanced the service experience for our valued clients and streamlined operations for our dedicated advisors.

Benefits of Salesforce Integration

Enhanced Client Experience: The adoption of Salesforce allows Skybound Wealth Management to offer a more personalized and seamless client experience. With Salesforce’s robust CRM capabilities, we can better understand our clients' needs, tailor our services to meet those needs, and maintain more effective communication channels. This integration ensures that clients receive timely updates and have easy access to their investment information through our interactive Skybound Investor Portal, available 24/7.

‍Improved Advisor Efficiency: For our advisors, Salesforce provides a unified platform that consolidates client information, tracks interactions, and manages workflows efficiently. This migration reduces administrative burdens and allows advisors to focus more on delivering high-quality financial advice. The platform's advanced analytics and reporting tools enable our advisors to gain deeper insights into client portfolios and market trends, enhancing decision-making and strategic planning.

Importance of the Migration‍

Mike Coady, Chief Executive Officer, commented,
“The transition to Salesforce is a critical step in our ongoing efforts to innovate and improve our services across multi-jurisdictions and regulated entities. This migration enhances our operational efficiency and also ensures that we remain at the forefront of technology in the financial advisory industry. Our clients can expect more personalized, responsive, and informed service, while our advisors benefit from streamlined processes and powerful analytical tools.”

Husain Rangwalla, Chief Operating Officer, added,
“Integrating Salesforce into our operations optimizes our internal workflows and also aligns with our vision of providing exceptional client service. This strategic move highlights our dedication to leveraging technology to enhance the quality and efficiency of our advisory services.”

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Complementary Technological Advancements

Skybound's commitment to technological innovation extends beyond the Salesforce implementation. The firm has established Plume Wealth Tech, a comprehensive suite of cutting-edge advisory tools, mobile applications, and workflow software. Salesforce serves as a cornerstone within this broader technological ecosystem, working synergistically with Plume Wealth Tech to deliver exceptional outcomes for both advisors and clients.

Skybound Wealth Launches the Next Generation of FinTech Solutions

When a business makes an iconic move, it alters the competitive landscape. Digitalizing the tools we use sets us apart from industry competitors and is another step towards becoming the international wealth management advisor of choice.

The Digital Era puts a seemingly infinite resource of recommendations, reviews, and opinions into the hands of any individual with access to the internet. Our aim is to utilize this and empower clients with this knowledge, helping guide them to make the right choices for their unique circumstances.

Looking Ahead

Skybound Wealth Management continues to invest in other areas of technology to further enhance our service offerings. Skybound Wealth has been recognized as the "Leading Wealth Tech Adopter of the Middle East 2024," highlighting our commitment to integrating cutting-edge technology into our operations. As we continue to innovate and expand our technological capabilities, we reaffirm our commitment to delivering exceptional financial advisory services across the globe.