📈 EXECUTIVE SUMMARY

Business Context

Company Profile: WealthHub360 Pte Ltd (Fictional)

• Type: Independent Wealth Management & Advisory Firm
• Location: Singapore (with Malaysia branch office)
• AUM: SGD $500M under management
• Clients: 850+ High-Net-Worth Individuals (HNWI) and Family Offices
• Services: Investment advisory, portfolio management, financial planning, estate planning

Business Challenge:

• Legacy systems creating data silos (CRM, portfolio management, compliance tracking separate)
• Manual KYC/AML processes taking 7-10 days
• Limited visibility into client financial health and goals
• Reactive relationship management (not proactive)
• Compliance risk due to fragmented audit trails
• Difficulty in client segmentation for targeted advisory

Solution: Implement Salesforce Financial Services Cloud to create unified wealth management platform enabling:

• 360° client view (relationships, portfolios, goals, interactions)
• Streamlined KYC/AML onboarding (target: 48 hours)
• Automated compliance tracking and audit trails