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Appway Announces Client Lifecycle Management for Wealth & Private Banking on Salesforce AppExchange, the World's Leading Enterprise Apps Marketplace

Wednesday 22.01.2020

Salesforce customers can now benefit from efficient onboarding and compliance processes

Today, Appway announced it has launched Client Lifecycle Management for Wealth & Private Banking (abbreviated as CLM for Wealth) on Salesforce AppExchange. CLM for Wealth speeds up the conversion of prospects into satisfied and loyal clients and enables an optimal customer experience through 360-degree orchestration of client processes and interactions in full compliance.

Appway is a leader in orchestrating complex client lifecycle management processes for the financial services industry involving multiple systems across departmental silos; these include front- and middle-office functions as well as compliance.

Built on the Salesforce Platform, CLM for Wealth is currently available on the AppExchange at

CLM for Wealth

The new app empowers relationship managers to offer their customers a connected customer journey: From the first meeting with a prospect, they can manage the full client lifecycle out of Salesforce. CLM for Wealth can reduce the time to onboard new customers, provide relationship managers with complete transparency where a given process stands, and enable collaboration with middle-office staff and compliance.

Salesforce users can access Appway functionality directly through widgets on the Salesforce homepage and on the ‘Account’ view, enabling full transparency and collaboration via integration with Salesforce Chatter.

“For financial services institutions, Appway combines sales productivity and analytical insight with the process efficiency and regulatory experience of an industry insider,” stated Valérie Bauloye, Head of Channels and Partner Management at Appway. “Through this app, we can offer financial institutions a higher conversion rate, more satisfied customers, and a scalable model for attracting more business.”

“Appway is a welcome addition to AppExchange, as they power digital transformation for private banks and wealth management firms," said Woodson Martin, GM of Salesforce AppExchange. "AppExchange is constantly evolving to enable our partners to build cutting-edge solutions to drive customer success."

About Salesforce AppExchange Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies to sell, service, market and engage in entirely new ways. With more than 5,000 listings, 7 million customer installs and 90,000 peer reviews, it is the most comprehensive source of cloud, mobile, social, IoT, analytics and artificial intelligence technologies for businesses.

Salesforce, AppExchange, Chatter and others are among the trademarks of, inc.

Discover more about CLM for Wealth for Salesforce


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