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Contents WELCOME TO THE EMEA ISV INDUSTRY BOOKLET FOR WEALTH MANAGEMENT 93% of CIOs and IT Leaders say that in order to compete, they need 01. Wealth Management ISVs . . . . . . . . . . . . . . . . . . . 3–5 improvements in customer experience and customer facing technology.* To achieve this, initiatives to improve system integration and security are 02. Horizontal ISVs . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–19 considered vital. Sales ISVs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 Service ISVs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 AppExchange applications speed up and ease integration as they are built on the Marketing ISVs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16 same platform as the Salesforce Customer 360. This enables CIOs to break down Employee Engagement ISVs . . . . . . . . . . . . . . . . . . 18 silos and securely integrate data and systems to achieve a single 360 customer view and therefore drive seamless customer experiences. 03. IT Infrastructure ISVs . . . . . . . . . . . . . . . . . . . . . 20–24 The AppExchange further aligns with CIO priorities by providing industry-specific Backup ISVs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 applications that further enable digital transformation in their sector. DevOps ISVs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 The AppExchange has over 7,000 apps and certified consultants. This booklet Security ISVs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 highlights some of the ISV solutions in wealth management that have the ability Usage and Adoption ISVs . . . . . . . . . . . . . . . . . . . . 24 to execute in EMEA (Europe, Middle East and Africa). 04. Get in touch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Virginia Matassa VP ISV Partner Sales EMEA & APAC Salesforce *Salesforce Research analysed survey responses from 100+ technology leaders worldwide

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