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Asset Management
Omni-Channel Shareholder Support
Complexity
High
Timeline
12-16 weeks
Outcomes
4+
Challenge
Siloed investor service channels (phone, email, portal) with no unified view of investor inquiries and service history.
Solution
Implement Service Cloud for asset management with omni-channel routing, unified service history, and self-service portal.
Key Outcomes
- Unified omni-channel support platform
- Complete investor service history
- Self-service investor portal
- Enhanced service efficiency
Tags
shareholder-servicingservice-cloudasset-managementomni-channelself-service
Implementation Timeline
12-16 weeks
High Complexity