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Wealth Management
Proactive Risk Identification and Mitigation
Complexity
High
Timeline
10-14 weeks
Outcomes
4+
Challenge
Reactive approach to client risk management with no systematic monitoring of portfolio risk, concentration, or compliance exposure.
Solution
Implement automated risk monitoring in Salesforce using portfolio data integration, concentration analysis, and alert workflows for proactive risk identification and mitigation.
Key Outcomes
- Automated portfolio concentration monitoring
- Real-time risk alerts to advisors and compliance
- 64% reduction in risk-related issues
- Proactive client outreach on risk exposure
Tags
risk-managementcompliancewealth-managementmonitoringalerts
Implementation Timeline
10-14 weeks
High Complexity