Press release
Solunus Inc. Teams up with AppCrown LLC to Transform Wealth Management tech Solutions
The partnership envisages collaboration of Solunus with AppCrown to set up a consultancy service for wealth management firms to scale their technology stack and improve their bottom line; the Salesforce services provider will deliver services to enhance the utility provided by AppCrown's IT integration infrastructure, which includes industry-leading systems such as Pershing, Schwab, eMoney and MoneyGuide Pro, by seamlessly connecting it with cloud-hosted enterprise Customer Relationship Management (CRM) systems that run on Salesforce Financial Services Cloud (Salesforce FSC).
Announcing the partnership, Mr. Banu Ramamurthy, the CTO of Solunus Inc. said, "We're delighted to partner with AppCrown. Wealth management firms of the 21st century need to implement powerful CRM systems such as Salesforce FSC and ensure their effective integration with applications used by custodians, clearing and financial planning software, portfolio management tools and various other third-party systems to deliver the best services to their customers in a technology-driven world.
"This calls for the services of a consulting company that has a good understanding of the sector. Solunus works with financial organizations of all sizes enabling them to leverage Salesforce to enhance efficiencies, stay ahead of their competitors, improve customer experience and grow their business," Mr. Ramamurthy said.
"The partnership with AppCrown will enable smooth integration of the latter's industry data into enterprise CRM applications built on Salesforce FSC. AppCrown' s rich experience in delivering managed turnkey integrations, together with Solunus' solid expertise on the Salesforce platform, enables our customers to get a clear picture of their clients across all touchpoints and interactions. This synergy between Solunus and AppCrown will empower our clients to strengthen their customer relationships very effectively. We look forward to working with Team AppCrown to create the best value," he added.
Expressing his excitement over the partnership, Mr. Franklin Tsung, the Growth Advisor of AppCrown LLC said, "Solunus' excellent track record of Salesforce implementations speaks for itself. We're very happy to collaborate with Banu and his team. We're eager to showcase the transformational thought leadership with actionable implementation and integration takeaways that financial services firms can immediately utilize to manage through the challenging operating environment."
About AppCrown
AppCrown delivers industry data for financial services firms seeking to establish turnkey integrations and consolidate highly complex financial data systems into a Single Source of Truth (SSoT) platform. AppCrown's expertise in delivering turnkey multi-custodian, clearing and application integrations such as financial planning, portfolio management system and bank data integrations into a centralized CRM enables wealth and asset management companies scale their entire enterprise data strategies seamlessly.
Solunus Inc
1400 Corporate Dr, Suite 150, Irving, Texas, 75038, United States
Email marketing@solunus.com
About Solunus
Solunus is CREST (Gold) Salesforce partner. It delivers end-to-end Salesforce services to companies of all sizes in the financial services industry. Solunus has served firms such as Muriel Siebert & Co., helping them make the best use of the latest CRM tools to delight their customers. The delivery team of Solunus is made up entirely of Salesforce-certified professionals. Its innovative solutions for the Salesforce platform empower companies to build solid relationships with their clients and accelerate growth in a cost-efficient manner.
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