What would happen if you could provide a cloud hub

What would happen if you could provide a cloud hub
for the asset servicing community?
PwC’s Asset Servicing Solution
PwC’s Asset Servicing solution—powered by Salesforce technology
and wrapped by consulting services—offers a cloud-based
specialized, compliant, and secure asset servicing platform for
institutional clients. PwC brings our deep Salesforce and asset
servicing and management experience to help clients deploy the
solution to meet long term goals based on their over-arching
business objectives.
The solution, designed with mobility in mind, includes key sales
capabilities that deepen a client’s understanding of its customer
base to drive new business, retain, upsell, and enhance service.
What if you could…
• Understand your entire universe of opportunities to beat
competition, retain business, and cross-sell?
• Systematically improve relationship health to drive pipeline quality?
• Identify the highest value activities to work on every day?
Solution Benefits
• Seamless, customized user experience—intuitive and easy to navigate
engagement layer.
• Mobility–easy experience in mobile environments (tablet,
smartphone).
• Best of Asset Servicing solutions + power of Salesforce–Asset
Servicing toolkit combined with Salesforce customer management
and analytics.
• Rapid enablement—scalable, mobile solution, leverages Salesforce
and connects with other apps through its rich API layer.
• Real-time collaboration—features that help shorten the sales cycle
and increase loyalty.
• Enhanced Security—to detect risks like sensitive data.
Introducing PwC’s Asset Servicing Community, built entirely on
the Salesforce platform
Features enable the following
• For Relationship Managers – a 360 Account View provides the single source
of truth for key contacts, relationships, relationship health, opportunities, and
activities across an entire hierarchy of accounts.
• For Sales Managers – a strategic account plan helps ensure focus and
accountability for retention, growth and cross-selling targets, with dashboards to
monitor pipeline improvements.
PwC’s
Asset
Servicing
Solution
• For Marketing and Sales - Lead Scoring, share of wallet tracking, and
relationship health tracking can reveal the top priorities for daily targets.
360 Account View
View all account related information at one place
and plan how to sell to a specific account.
The PwC + Salesforce advantage
Sales Enablement
Monitor pipeline improvements and shorten the
sales cycle.
Augmented by our global, end-to-end business
transformation services, we help clients leverage
Salesforce technologies to increase competitive advantage.
Ready to learn more?
Dashboards
View key performance indicators to drill down
quickly to address risks and optimize
opportunities.
© 2015 PwC. All rights reserved. PwC refers to the PwC network and/or
one or more of its member firms, each of which is a separate legal entity.
Please see www.pwc.com/structure for further details.
Contact PwC to discover how our Asset Servicing Solution
can add value to your business.
Scott Evoy
PwC Principal
[email protected]
Mobile: +1 617-877-6497
Elisabeth Bykoff
PwC Director
Elisabeth.s. [email protected]
Mobile: +1 206-265-1619