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Wealth Planning Need Analysis

About the solution

Wealth Planning & Need Assessment in the Client Onboarding journey

In the overly competitive world of wealth management or retirement and financial planning, the experience potential customers will have during the first interactions with your company are critical. Coforge Swift Needs Analysis and Proposal accelerator “SNAP” built on Salesforce Financial Services Cloud, helps automate the first steps of a customer’s journey. Whether it is full financial planning, retirement planning or insurance, with SNAP you will be able to increase your conversion rates with less effort.


  • Increased productivity
  • Faster time-to-offer
  • Seamless integration with external financial tools
  • Process standardization
  • Accurate & complete information
  • Unified view of leads
  • Extendibility to other channels
  • Increased conversion


Typical Flow



If you’d like to understand more about how we can support and enable your Salesforce/MuleSoft journey, get in touch at or fill out this contact form!

Why Coforge for Salesforce?

Coforge is a trusted Partner to Salesforce (MuleSoft) since 2008, delivering domain-specific, business outcome focused solutions to our Global customers. Equipped with 300+ Multi-Certified Salesforce experts having a rich mix of domain & technical knowledge, we are ready to work with your business to help you unlock the true potential of the Salesforce ecosystem, enabling your business in making the right decisions, reducing risks, and getting the maximum return on of your investment in Salesforce.


The mark we’ve made

Salesforce Certified Professionals
Customer Satisfaction Score
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