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Veritas Wealth Management implemented Salesforce Financial Services Cloud to deepen their relationships with clients and maximize value.

"When my partners and I were looking for a central source of truth, Salesforce Financial Services Cloud stood out as a clear leader and Plative helped us bring it to life by connecting our portfolio and account data as well as training our team to deliver a client experience that is second to none"

Kevin Dufault

Partner

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About Veritas

With over 25 years of wealth management experience, Veritas is founded on a proven history of successfully meeting diverse client needs. We focus on all facets of private wealth management providing in-depth, long-term strategies and solutions, with institutional-level sophistication, efficiency, and scale. We offer a range of customized solutions, insights and best practices to help improve the financial wellness of your specific situation.

Business Case

Veritas Financial offers highly customized investment advice and guidance to individuals, families, and businesses. The firm approached Plative to integrate its portfolio management system and custodian in order to provide real-time recommendations to their clients.

Solution

Salesforce Financial Services Cloud is the backbone that manages all clients and onboarding process. Orion Connect was implemented to sync individual, household, and financial account information. Plative used lightning components to visualize relationships, surfacing key client information in order to generate tearsheets using Conga Composer.

Outcomes

With Financial Services Cloud, Veritas can manage their entire book of business from one system. This enables Veritas to communicate in real-time with their clients and prospects in order to achieve their AUM goals for 2020, and beyond!

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