InvestmentManagementSolution

Helping Financial Services Organizations Maximize The Value Of The Cloud

It is often difficult for organizations in the financial services industry to keep up with the constantly evolving global landscape of the marketplace and to address the numerous complexities that apply only to financial services organizations. At Accenture, we understand these challenges and have created industry-specific Fullforce solutions, certified by Salesforce, to help our clients overcome obstacles and accelerate implementation and enterprise adoption of cloud-based customer relationship management solutions.

Accenture Approach

Accenture’s investment management solution takes a comprehensive approach to assessement through design, integration, deployment and ongoing support. The Fullforce certified solution addresses financial industry-specific problems related to customer retention and loyalty, revenue growth, social collaboration and seamless data and systems integration. We work with you to build user interface templates that enable your firm to better manage call reporting, opportunities, sales data and more.

Accelerating Time To Market For CRM

The Investment Management Solution accelerates time-to-market for CRM applications by addressing the challenges and obstacles specific to the financial services industry. From assessment and implementation to ongoing support, your firm will have the advantage of our experience and expertise in the industry. You will benefit from a custom solution aimed specifically at your investment management business issues, based on best practices and populated with pre-configurations and technical components.

Investment Management Solutions for Your FirmAccenture has developed a solution specific to investment management to bring together industry CRM best practices with cloud, social and mobile technologies in a predictable way with accelerated time to market. This investment management solution includes CRM functions and workflows specific to your industry needs.

Assess current environment - tools/technology, systems, processes; identify future-state goals and leverage points; Define business architecture roadmap

Leverage Accenture accelerators in conjuction with client leverage point design a detailed plan forward: Recommend appropriate add-on solutions as part of overall approach

Create end-to-end solution architecture including client-specific customizations

Rollout new ways of working so that benefits are realized

Implement ChangeManagement approach: Incorporate Social Collaboration as part of adoption; Deploy solution with necessary support components

Assess Leverage Design Extend/Integrate

Deploy/Operate

Use Cases

Data

Structure Integration

Enterprise 2.0

People

Platform

Methodology

UI

Investment Management Solution Snapshot

The Accenture investment management solution addresses common industry challenges related to customer retention and loyalty, revenue growth, social collaboration and seamless data and systems integration. Customers benefit from a true vertical solution, based on best practices and populated with pre-configurations and value-add technical components.

Key Features:• Retail and institutional investment management functions• Client profiling and investor preferences• Sales roll-up reporting• Call reporting and event tracking• Tiered FA support model• Literature fulfillment• Campaign management• Expense tracking by client• iPad/phone/mobile functionality• Social collaboration workflow

Benefits:• Personalized producer access to firm intellectual capital• Single view of investor relationship• Build brand loyalty in conjunction with wholesaler loyalty• Improve wholesaler effectiveness• Improve inbound sales support• Improve consistency or product knowledge• Improve visibility into sales data• Advisor practice development

Why Accenture?

Accenture is a leader in Salesforce, with the world’s largest Salesforce practice and three times more certified professionals than any other company. We’ve applied our market-leading Salesforce capabilities and our deep industry experience to develop fullforce solutions certified by Salesforce in the Financial Services industry. Accenture is bringing these solutions to help shape and deliver transformational programs globally — driving real innovation and value and maximizing the benefits of Salesforce technology.

For More Information, contact:

Stacy PenceManaging Director - Cloud First Global Financial Servicesstacy.r.pence@accenture.com

Geoff MerrickManaging Director - Cloud First Global Financial Servicesgeoffrey.merrick@accenture.com

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About AccentureAccenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions—underpinned by the world’s largest delivery network—Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With approximately 373,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives. Visit us at www.accenture.com.