Waystone Partners with Salesforce to Deliver a Seamless Customer Experience

Waystone, the leading provider of institutional governance, risk and compliance services to the asset management industry, is using Sales Cloud, CPQ Plus, and Experience Cloud to digitally transform and scale its global services.

Why it’s important: The number of wealth management customers who prefer online services is growing and, according to research, 37% are willing to switch their provider for an easier, more intuitive experience.

Driving the news: Dublin-headquartered Waystone has significantly increased its global presence following several business acquisitions; having access to all its data in one place is critical to understanding and advising clients and helping its business scale.

• Unified client data and actionable insights enable Waystone to personalise its financial advice and services to help customers grow, including how to navigate opportunities in new jurisdictions.
• Customising its product pricing, quotes and discount models is helping Waystone tailor its sales strategy and produce sophisticated forecasting and reporting.

What they’re saying: “At Waystone, the key to our customer-centric approach is being able to integrate and centralise our data, scale quickly, and deliver seamless client experiences,” said Rory O’Sullivan, Head of Innovation, Waystone. He added, “Salesforce clearly shares our value for customer centricity, making this partnership a good fit.”

The Salesforce perspective: “In today’s digital-first world, Waystone’s commitment to innovation is paving the way for the asset management services industry. Combining expertise with best-in-class technology to put the customer at the heart of everything they do are key ingredients for driving productivity, efficiency and growth,” said Carolan Lennon, Country Leader of Salesforce Ireland. “Salesforce is delighted to be part of Waystone’s continuing success story.”

What’s next: Waystone is maximising Salesforce user adoption across its organisation and moving away from legacy process and systems. Developing its in-house Salesforce development team will help the company leverage the full power of the platform to continually adapt its services and experiences to meet customers’ needs.

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