CRM Completion Services
It all started when…
We started to see many RIAs and IBDs struggling with completing their CRM setup. Salesforce Financial Services Cloud is the ideal platform CRM to launch a practice, however consulting firms steer firms down the wrong path with high promises, low delivery and unstable outcomes.
After nearly 14 yrs of experience in leading the installation, integration and completion of Salesforce related technologies, (https://riabiz.com/a/2012/2/27/how-appcrown-got-a-big-ria-footprint-overnight-by-handling-salesforce-implementations) Franklin Tsung launched a global wealth advisory service.