Trust Services for Financial Services?

Question

We are looking for some information on how other Salesforce customers (Financial Services companies) use the platform for Trust Services, so things like Estate Planning, Executor Services, Will Banks (all which involve individual clients) and Corporate Trust Services (which involves businesses). If this is something that the platform has the capability of doing? Our preference would be to go this route rather than invest in yet another system in our organization. I would appreciate any advice on this subject. I've looked on the AppExchange but couldn't find much. Thank you!

Miglena Armutlu · Accepted Answer

Hello Shauna,

I see that you posted this question to the Premier Central group and few replied. May I suggest you join the Financial Services User group as someone in this group might have more insights for you: https://success.salesforce.com/featuredGroupDetail?id=a1z30000006IDaIAAW#.a0L3000000Rq7RBEAZ

Thank you.

Trust Services for Financial Services?

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