Ascend Technologies Blog Client Success: Building Connections for Lifetime Wealth Management

A leading wealth management firm has spent decades helping private clients and institutions achieve their long-term financial goals. With a focus on lifetime asset management, they offer customized portfolio management services, including pension, corporate, and foundation account management. Over the years, the firm has expanded its services through strategic partnerships and alliances, delivering tailored financial solutions that grow with their clients' needs.As their business expanded, the need for a more unified and efficient approach to client management became clear. Partnering with Ascend, the firm set out to streamline operations and enhance the advisor experience with Salesforce Financial Services Cloud.