Unlimited Technology Solutions Participates as Salesforce Financial Services Cloud Launch Partner to Transform the Client-Advisor Experience

NEW YORK, March 8, 2016 /PRNewswire/ — Unlimited Technology Solutions (UTS) today announced it is extending the reach of Salesforce Financial Services Cloud with its consulting, training and support services for wealth management firms.  Financial Services Cloud is generally available for purchase today, empowering advisors to build deeper, 1-to-1 client relationships, be more productive and engage more holistically with clients anywhere and on any device.

 Transformational Solutions

  • UTS is achieving its mission of delivering quality Salesforce implementations by leveraging Salesforce Financial Services Cloud to provide integrated, comprehensive solutions to wealth management firms that enhance and enrich customer relationships.
  • Combining extensive platform knowledge with relevant financial services industry experience, the solutions focus on unifying the customer experience while increasing collaboration and driving business growth.
  • As a seasoned Salesforce Consulting Partner, UTS provides a multitude of services including needs assessment, planning, customization, implementation, data integration, training and support.

Comments on the News

  • “The Wealth Management industry is experiencing a consolidation revolution. Clients want visibility into their portfolios, access to their advisors and ability to take swift action. Advisors are seeking to connect, collaborate and contribute in new ways. UTS recognizes these needs and is excited to partner with Salesforce to deliver holistic implementation solutions utilizing the Financial Services Cloud,” said Lisa Typrowicz, Managing Partner, Unlimited Technology Solutions, Inc.
  • “The Wealth Management industry is undergoing tremendous change. Distribution and review of paper statements is no longer satisfying client needs. High-net-worth clients are becoming more engaged and expect real-time access to their portfolios and investment professionals. UTS is proud to partner with Salesforce to implement the Financial Services Cloud for Wealth Management firms. This platform will enable companies to deepen their relationships with their clients and grow their books of business,” stated Lewis Kopp, Managing Partner, Unlimited Technology Solutions, Inc.
  • “The future is here, and it’s advice, not administrative tasks. Salesforce is transforming the advisor-client relationship for the digital age,” said Simon Mulcahy, GM of Financial Services, Salesforce. “Unlimited Technology Solutions is supporting Salesforce in its mission to deliver a new era through proactive, personalized and goal-based collaborative advice.”

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