Wealth Management

APAC ISV Industry Booklet Wealth Management

Welcome to the APAC ISV industry booklet for wealth management 93% of CIOs and IT Leaders say that in order to compete, they need improvements in customer experience and customer-facing technology. To achieve this, initiatives to improve system integration and security are considered vital. AppExchange applications speed up and ease integration as they are built on the same platform as the Salesforce Customer 360. This enables CIOs to break down silos and securely integrate data and systems to achieve a single 360 customer view and therefore drive seamless customer experiences. The AppExchange further aligns with CIO priorities by providing industry-specific applications that further enable digital transformation in their sector. The AppExchange has over 7,000 apps and certified consultants. This curated booklet highlights some of the ISV solutions in the wealth management industry that have the ability to execute in Asia Pacific. Chris Horn RVP ISV Sales APAC Salesforce

Wealth Management ISV 360 Wealth Document management generation platform Customer Complaints onboarding / KYC Compliance Contact Web content centre management APAC ISV Industry Booklet — Wealth Management 3

Wealth Management ISVs ISVs that have a strong, proven use case for the industry WealthConnect Professional is built on FSC and replaces multiple industry legacy Conga helps wealth management providers deploy holistic solutions to optimize systems, providing a single pane of glass between all front, middle and back office pricing, operations and contracts so that clients enjoy a customized experience while functions and bringing overdue industry disruption. WealthConnect Digital is a maintaining high security and trust. Conga’s revenue lifecycle solutions also help customer portal built on Experience Cloud that revolutionizes customer experience customers meet regulatory and audit requirements. while providing efficiencies for advisors, and suite tools and features to assist both clients and advisors in their day-to-day interactions. Learn More > Learn More > Complaints Pro is a cost-effective ASIC RG-271 compliant solution that helps you handle every customer complaint timely and efficiently, then aggregates customer Is your document generation smart? SmartCOMM is used by leading insurers to insights empowering you to improve your products and processes. With Complaints create professional quotes, policies, claims and other documents. Support multiple Pro, you can manage superannuation IDR complaints, optimize your complaint brands, agencies/offices, languages, and legal terms. Embed enclosures, utilize lodgement for closed-on-first-contact and lodged-as-open, track and report custom fonts, and incorporate charts, tables, and images – all while enabling complaints by departments, brands and trustees, and much more. Complaints Pro omnichannel communications through one or a few templates. integrates with registry and CRM systems. Learn More > Learn More > APAC ISV Industry Booklet — Wealth Management 4

Fenergo, a leading regulatory client lifecycle management, has joined forces with Sitecore is a leading provider of end-to-end digital experience software. Unifying Salesforce, to radically transform Know Your Customer (KYC), client onboarding and data, content, commerce, and experiences, our SaaS-enabled, composable platform client lifecycle management for financial institutions. Fenergo KYC for Salesforce empowers brands to deliver unforgettable interactions across every touchpoint. Our enables true front-to-middle office transformation that delivers an excellent client solution provides the cutting-edge tools brands need to build stronger connections experience – first time, every time. with customers while creating content efficiencies to stand out as transformation and innovation leaders. Learn More > Learn More > OPAL facilitates goal-based planning and monitoring of client goals. It enables Practifi is an enterprise business management platform designed for high- advisors, wealth managers and financial planners to translate their client’s goals into performing financial advice firms. Our product suite helps advisory firms integrate suitable investment decisions compliant with regulation. OPAL delivers better client systems and automate processes while maximizing revenue, boosting growth engagement, and scalable advice and increases AuM. Client cases include St. James’ and strengthening client relationships. With a focus on client success and product Place, one of the largest wealth managers in Europe / APAC. innovation, Practifi provides the foundation and support needed to build the Learn More > financial advisory firm of the future. Learn More > APAC ISV Industry Booklet — Wealth Management 5

DocuSign Agreement Cloud for Salesforce helps businesses streamline how they Vonage Contact Center for Salesforce is the 100% native global business cloud prepare, sign, act on and manage vital documents such as loan agreements, telephony system for the world’s leading CRM platform. The highest rated voice retail contracts, and risk and liability forms - all integrated with Salesforce. With solution (over 730 five-star reviews) on the AppExchange, it enables personalized DocuSign, organisations can do business faster with less risk, lower costs, and client relationships at enterprise scale, super-charges agent productivity from white better experiences for customers, partners, and employees. Today, over a million glove to high volume support, and provides artificial conversation intelligence (AI) to customers and more than a billion users in over 180 countries use DocuSign to enhance every touch point on every interaction. accelerate the process of doing business and simplify people’s lives. Learn More > Learn More > Natterbox is the global solution 100% native on the Salesforce platform. Integrated and managed inside Salesforce, Natterbox’s 5-star CTI and contact centre solution hosts a range of features including IVR, ACD, click-to-dial, call recording, call routing, auto-logging, call coaching, voice transcription and sentiment analysis. By integrating telephony with Salesforce, the Wealth Management industry can help to reduce the cost of overheads by improving efficiency and enable their employees to offer a streamlined, efficient and exceptional advisory service to their clients to help retain and grow their client base. Learn More > APAC ISV Industry Booklet — Wealth Management 6

EnEnjjooyy r reaeaddiinngg a abobouutt tthehessee a appppss?? WWaannt tt to fo fiinndd oouutt m morore?e? AppExchange is the most trusted enterprise cloud marketplace with over 7000 apps ForFor m mororee in infforormmaattiionon on on A AppppEExxcchhaannggee and certified consultants to help you extend Salesforce in any department and industry. ssooluluttioionnss,, ddrroop up us a ls a liinnee o or gr geet it in tn toouucchh AppExchange apps have 10M+ installs and more than 117K customer reviews to help you wwiitth yh yoouur Sr Saalleessffoorrcce Ae Accccoouunnt Et Exxeeccuuttiivvee solve critical challenges and make smarter business decisions . The apps featured in these booklets have been selected based on their strong use cases in the selected industries, and an APAC presence with in-region support for our customers. APAC ISV Industry Booklet — Wealth Management 77

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