London&Capital are a global wealth and asset management company based in London. They specialise in private clients, US connected families, institutions and trustees.

London&Capital use Salesforce Financial Services Cloud (FSC) to report complex relationship structures through its ‘ARC’ functionality. Salesforce FSC enables London&Capital to bring pipeline management and customer servicing functions all under one platform.

Comnexa worked with London&Capital to put FSC at the centre of the business, as the single source of client, intermediary and prospect data.
The users and executives report that they have a system that allows for relevant and up to date key information to be input by advisors; who can also now easily generate live reports. This increases efficiency, reduces risk of incomplete data, empowers users and promotes cross team collaboration.

Find out more: https://go.comnexa.co.uk/londonandcap...

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Find out about Comnexa's Client Onboarding solution, built on Salesforce:
https://go.comnexa.co.uk/clientonboar...