Mphasis and AppCrown to unveil integrated wealth management platform

BANGALORE, INDIA: Mphasis today announced that it will debut its new wealth management solution developed in conjunction with AppCrown at the INSITE 2014. The combination of Mphasis' CRM and Support Services in conjunction with AppCrown's applications empower financial institutions to better manage their wealth management businesses.

AppCrown is the provider for cloud based financial systems across CRM for Banking and Wealth Management. INSITE is a premier industry event for success-minded financial advisors, produced by Pershing, the financial industry's largest global outsourcing provider.

At the show, Mphasis and AppCrown will provide first-ever demonstrations of their joint solution that provides:

A 360-view of the client from leading CRM systems

• This single view to success helps wealth management professionals keep their finger on the pulse of business without having to reference multiple systems.

Advanced reporting and analytics

• Business intelligence tools help advisers better understand their customers, provide better service and increase transactions. For executives, comprehensive reporting tools enable both at-a-glance KPIs and in-depth reporting into team performance and the bottom line.

Maximize CRM investment

• The ability to utilize data from all leading CRM systems, helping financial institutions maximize their investment in Salesforce.com and other systems.

Integrated workflow for advisers to increase efficiency

AppCrown's SVP Corporate Development and COO, Franklin Tsung, said, "As a part of our alliance announcement last February, we are eager and ambitious in our goals to bring AppCrown's new account opening and CRM capabilities to every financial institution looking to make their Salesforce.com become more vertically integrated and focused on wealth management business needs."

"The INSITE 2014 conference provides a prime opportunity for Mphasis and AppCrown to demonstrate the power of our innovative solutions for global financial institutions to deliver a superior customer experience in a fully integrated platform," said the VP and head of ISG - Wealth Management at Mphasis, Robert Kirk.

"It's the ideal solution for Wealth Management leaders to integrate proprietary legacy applications, SaaS vendors, and middle and back office providers into a single enterprise cloud model through Salesforce.com."