Slalom and IG Wealth Management to Launch Wealth Management Salesforce Solution in Canada
The modern strategy, tech and business transformation consulting firm, Slalom collaborated with IG Wealth Management, one of the country’s top diversified wealth and asset management company to develop a Wealth and Management Advisor Portal that will be able to cater to digital needs of IG’s advisors and even enhance their customer’s experience across mobile and web channels.
The IG Advisor Portal is built on the Salesforce Financial Services Cloud and will provide advisors and their teams an all-around view of their clients and even prospects. Aside from this, the product can also streamline advisor to client interactions through guided digitized business flows and electronic signatures. This will help advisors work with their clients anytime and anywhere, even with just using a mobile device.
“That is why I’m thrilled to see Slalom work alongside IG Wealth Management to create a modern digital solution that changes the way advisors serve clients across Canada. Using the power of the Salesforce platform, it’s great to help advisors and customers feel close even when many are working from home,” said Rohit Mahna, SVP & GM of Financial Services at Salesforce.
The product roll-out was completed remotely due to the pandemic. It was released to 67 regional offices and around 5,000 users throughout Canada. The product was well received and became a much-needed application for advisors as they work remotely in the new normal.
“The successful delivery and accelerated rollout of the IG Advisor Portal demonstrates the value of our strategic partnerships with Slalom and Salesforce, the talent and commitment of our team at IG Wealth Management, and the benefits of our agile operating model,” said Mike Dibden, Chief Operating Officer, IGM Financial Inc.
Slalom is also providing an ongoing application management development service to assist IG in running and developing Salesforce platform capabilities.
“Slalom loves supporting our clients through digital transformations leveraging modern technology solutions—IG Wealth Management is a great example of that. The new IG Advisor Portal is already helping advisors better connect and build deeper relationships with their clients—something we’re really proud to be a part of,” said Wayne Ingram, General Manager, Slalom Canada.
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