In the rapidly evolving financial services market, technology has become a cornerstone of innovation and client engagement. As more individuals and businesses rely on technology to meet their new digital needs, the financial services sector has had to pivot and innovate. The pandemic accelerated the change in how clients and advisors interact, making digital tools indispensable.
At Skybound Wealth Management, we believe in harnessing the power of technology to provide an enhanced, humanized service. Our proprietary wealth tech, Plume, which includes Advice Suite, alongside Salesforce and Client Manager, represents our commitment to integrating cutting-edge technology for personalized financial advice.
Skybound Wealth Management’s Plume Wealth Tech is refreshingly different because it is a product of deep collaboration and understanding. Developed alongside advisors, paraplanners, administrators, and providers, Plume Wealth Tech is built to meet the real needs of our clients and advisors. By incorporating insights from client interactions, advisor requirements, and regulatory standards, we have crafted a suite of tools that are not only user-friendly but also deliver exceptional results. This unique approach ensures that Plume Wealth Tech stands out in the financial services industry, providing a seamless blend of technology and personalized service that sets a new standard for excellence.
Our clients are based across the globe, each with distinct financial goals and different regulatory requirements. The ability to offer tailored advice that complies with local regulations while maintaining a high standard of service is crucial. Our multi-jurisdictional approach is supported by technology that ensures compliance and efficiency. Salesforce integration allows us to manage client relationships and regulatory requirements effectively, no matter where our clients are based.
Salesforce’s robust CRM capabilities enable us to deliver personalized, efficient, and compliant service. By consolidating client information, tracking interactions, and managing workflows, Salesforce allows our advisors to focus on providing high-quality financial advice. This integration eliminates and reduces administrative burdens, making our operations more efficient and our service more responsive.
The Plume Advice Suite is a comprehensive client-facing tool that supports the entire financial planning process, from discovery to goal planning, product selection, and suitability recommendations. Its interactive features, such as specialized calculators for retirement, education, protection planning, and shortfall analysis, facilitate informed decision-making and transparent client engagement. This suite is designed to be flexible and user-friendly, enhancing the advisor-client interaction.
Built on the Salesforce platform, the Client Manager is a custom-built system that caters to all advisory and support functions. It automates routine tasks, ensuring that advisors can focus on strategic financial planning. Features like automated KYC updates, review meeting scheduling, and omnichannel communication streamline operations and enhance client experience. The Client Manager also supports compliance with regulatory requirements, reducing the administrative burden on advisors and support staff.
Our SkyboundWM App provides clients with seamless access to their investment information and financial planning tools. The app offers features such as personalized risk assessments, interactive calculators, and market updates, empowering clients to manage their financial goals proactively. The app ensures that clients are always informed and engaged, making financial planning a more interactive and accessible process.
Skybound Wealth Management’s commitment to technology has been recognized through several prestigious awards. We have been named the "Leading Wealth Tech Adopter of the Middle East 2024," highlighting our innovative use of technology to enhance client experiences. This award, along with others in digital innovation, professional development, and advisor support, highlights our position as a leader in the wealth management industry.
As we continue to innovate and expand our technological capabilities, Skybound Wealth Management remains dedicated to delivering exceptional financial advisory services across the globe. Our recent technological advancements, including Salesforce integration and the development of the Plume Advice Suite and Client Manager, set a new standard for excellence and innovation in the wealth management industry.
Our goal is to empower clients with the knowledge and tools they need to make informed financial decisions. The Plume Advice Suite and Client App provide transparency and interactivity, making financial planning more accessible and engaging. These tools enable clients to take control of their financial journeys, supported by our expert advisors who leverage technology to deliver personalized, data-driven advice.
By integrating advanced technology, we enable our advisors to deliver superior service. Salesforce and the Client Manager streamline administrative tasks, allowing advisors to focus on strategic planning and client engagement. The Plume Advice Suite enhances the advisory process, providing tools for comprehensive analysis and informed decision-making. These innovations ensure that our advisors are equipped to meet the evolving needs of our clients.
Skybound Wealth Management is at the forefront of the digital transformation in financial services. Our commitment to integrating technology with personalized advice ensures that we can provide exceptional service to clients across the globe. As we continue to innovate and expand our capabilities, we remain dedicated to helping our clients achieve their financial goals with confidence and clarity.
Skybound Wealth Management is a leading international independent financial advisory firm with a global reach, offering bespoke financial solutions to clients across four continents. With over $1 billion of client savings under management and a commitment to excellence, Skybound is dedicated to helping clients achieve financial freedom.
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