LiquidHub Extends Reach of Salesforce Financial Services Cloud with Pre-built Wealth Management Conversion Packages


LiquidHub participates as Salesforce Financial Services Cloud launch partner to transform the client-advisor experience and lead implementations of Salesforce Financial Services Cloud

WAYNE, PA. – March 8, 2016 – LiquidHub, a digital transformation company providing customer engagement solutions to global corporations, announced it is driving implementations and extending the capabilities of Salesforce Financial Service Cloud with prebuilt conversion packages to seamlessly transition wealth management customers, their data and their integrations into the Financial Services Cloud. Financial Services Cloud is generally available for purchase today, empowering advisors to build deeper, 1-to-1 client relationships, be more productive and engage more holistically with clients anywhere and on any device.

LiquidHub maximizes your Financial Services Cloud investment
Using the Financial Services Cloud as the base, LiquidHub is able to rapidly deliver tools enabling our customers to manage their client relationships and improve advisor productivity. LiquidHub has developed a series of pre-built conversion packages to seamlessly transition customers, their data and their integrations from Redtail, Junxure, Dynamics, Siebel, etc. onto the Financial Services Cloud.

Comments on the News
“As a Platinum Salesforce Consulting partner, LiquidHub is excited to lead one of the first implementations of Financial Services Cloud,” said Brennan Burkhart, Partner and Global Salesforce Practice Lead at LiquidHub. “As the financial services firms continue to push for innovative ways to use technology to differentiate themselves, LiquidHub – with our deep vertical expertise – is committed to delivering industry-leading solutions which enable our clients to provide more personalized customer experiences.”

“The future is here, and it’s advice, not administrative tasks. Salesforce is transforming the advisor-client relationship for the digital age,” said Simon Mulcahy, GM of Financial Services, Salesforce. “LiquidHub is supporting Salesforce in its mission to deliver a new era through proactive, personalized and goal-based collaborative advice.”

About Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is transforming the client-advisor relationship by empowering advisors to build deeper, 1-to-1 relationships with clients; enabling advisors to spend less time on administrative tasks and more time focusing on investors; and allowing advisors to engage more comprehensively with clients and their households.

Additional Resources

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About LiquidHub
LiquidHub is a digital integrator that partners with businesses to improve customer engagement and drive growth. With operations in North America, Asia, and Europe, we empower leading companies by delivering superior user experience and technology enablement. Our customers in financial services, life sciences, healthcare, insurance, and retail benefit from our commitment to thought leadership, design, and delivery quality. For more information about LiquidHub, please visit www.liquidhub.com.

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