CRM Wealth, on Salesforce platform, is highly scalable, customizable multi-currency, customer–focused, comprehensive CRM solution from HCL for the Wealth Management firms that stitch together Sales, Marketing, Advisory and CRM functions to help Advisors deliver a superior customer experience and consulting services.

CRM Wealth allows financial advisors with mass affluent clients to swiftly pursue and fully manage the customer lifecycle, plan for financial goals, manage investment portfolios and enrich customer experience on Salesforce platform.