AppCrown Launches Digital Advisor Messaging Service, Partnering with Future Advice

AppCrown launches Digital Advisor Messaging Service to help wealth and asset management firms expand relationships by 200% in three months. The service automates client agenda management, removes manual CRM updates, and upgrades lead management processes with AI-enabled digital lead capture and auto-CRM updates.

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AppCrown Launches Digital Advisor Messaging Service, Partnering with Future Advice

AppCrown Launches Digital Advisor Messaging Service, Partnering with Future Advice

AppCrown, a privately held technology company based in New York, has launched its Digital Advisor Messaging Service to help wealth and asset management firms expand relationships by 200% in three months. The company has partnered with Future Advice to deliver a digital 360 engagement solution for Salesforce Financial Services Cloud.

The Digital Advisor Messaging Service aims to solve the critical hurdle of reaching more relationships and investment advisors through secured Enterprise CRM platforms such as Salesforce Financial Services Cloud. AppCrown's innovative solution automates client pre- and post-meeting agenda management, removes the need for manual CRM updates, and upgrades traditional lead management processes with AI-enabled digital lead/client capture and auto-CRM updates.

Why this matters: The launch of this service has the potential to revolutionize the way wealth and asset management firms operate, leading to increased efficiency and productivity. As the financial industry continues to evolve, innovative solutions like this will play a crucial role in shaping itsfuture.

"This is the automated lead data capture and updates critical to fast-track distribution for an asset management firm; this is the digital action before the next best action," said Ted Tsung, CEO of AppCrown. The service also automates CRM updates to Salesforce leads object and provides automated next best action for a transformative pipeline experience.

AppCrown selected Future Advice as the delivery partner to help deliver the Future of Wealth & Asset Management. "The asset management industry needs a new framework to handle distribution in the digital age, and just having a Salesforce isn't going to cut it. Asset management needs to consider a true digital 360 engagement solution that connects leads to service and eliminates every manual process in between to stay ahead of rivals," said Franklin Tsung, CEO of Future Advice.

Future Advice has created a Zero Touch network for institutional asset management firms, establishing industry standards for the Zero Touch framework. AppCrown has led CRM integration delivery and RIA innovations since 2007, delivering complex financial data integrations for enterprise CRMs such as Salesforce.

The Digital Advisor Messaging Service was launched in Q4 2023 and is poised to revolutionize the way wealth and asset management firms engage with clients and expand their relationships. With AppCrown and Future Advice joining forces, the industry can expect a comprehensive, AI-driven solution that streamlines processes and drives significant growth.

Key Takeaways

  • AppCrown launches Digital Advisor Messaging Service to expand relationships by 200% in 3 months.
  • The service automates client pre/post-meeting agenda management and CRM updates.
  • Partnership with Future Advice delivers a digital 360 engagement solution for Salesforce Financial Services Cloud.
  • The service aims to increase efficiency and productivity in wealth and asset management firms.
  • Launch poised to revolutionize industry with AI-driven solution for client engagement and growth.