Dallas, TX: Solunus Inc., one of the fastest-growing dedicated Salesforce partners in North America, has announced it has entered into a strategic partnership with AppCrown LLC, an organization that delivers highly specialized solutions to meet the specific needs of the wealth management industry.
Under the terms of the partnership, Solunus will work with AppCrown to establish a consultancy service to help Registered Investment Advisors (RIAs) and other wealth management service providers scale their technology stack and enjoy increased profitability; the Salesforce partner will provide 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 leverage Salesforce Financial Services Cloud (Salesforce FSC).
Announcing the partnership, Mr. Banu Ramamurthy, the Chief Technology Officer of Solunus Inc. said, “We’re very happy to team up with AppCrown. Today’s complex, technology-driven financial services landscape requires wealth management firms to implement robust CRM systems such as Salesforce FSC and integrate them with tools used by custodians, clearing and financial planning software, portfolio management applications and various other third-party systems.”
“This calls for the services of an experienced consultant who understands the sector. Solunus helps financial institutions of all sizes harness the power of Salesforce to drive efficiencies, differentiate in a crowded marketplace, improve customer experience and grow their business,” Mr. Ramamurthy said.
“The partnership with AppCrown will help integrate the latter’s industry data into enterprise CRM systems built on Salesforce FSC. AppCrown’ s expertise in delivering managed turnkey integrations, combined with Solunus’ deep experience on the Salesforce platform, enables our clients to get a 360-degree view of their customers across all touchpoints and interactions. This partnership empowers our clients to manage their customer relationships in a highly effective manner and enjoy greater insight than ever before. We look forward to working with Team AppCrown to deliver 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 delighted to work with Team Solunus. 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 consolidation of complex financial data systems into a single source of truth platform. AppCrown’s capabilities to deliver turnkey multi-custodian, clearing and application integrations, such as financial planning, portfolio management system and bank data integrations into a centralized CRM, helps wealth and asset management customers scale the entire enterprise data strategy.
About Solunus
Solunus is a CREST (Gold) Salesforce partner. It provides a comprehensive array of Salesforce services to firms of all sizes across the industry spectrum. The company has worked with world-leading companies, enabling them to leverage cutting-edge CRM solutions to provide delightful experiences to their clients. The delivery team of Solunus comprises entirely of Salesforce-certified professionals. Its novel solutions for the Salesforce platform help companies unleash the power of technology to build robust customer relationships and accelerate growth in a highly cost-effective manner.
