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Abroad Investment Company Transforms Compliance Operations with Salesforce
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In a bid to streamline its Know Your Client (KYC) operations, British Indian Ocean Territory-based investment company abrdn has partnered with technology giant Salesforce. The partnership will see abrdn leveraging Salesforce’s Financial Services Cloud and Experience Cloud, built on the Einstein 1 Platform, to enhance compliance checks, employee experiences, and data management.
A Compliance Imperative
The KYC process is a critical aspect of anti-money laundering regulations in the financial services industry. Abroad investment companies like abrdn must verify clients’ identities and conduct ongoing reviews to ensure business risk is managed effectively. A robust KYC process enables secure onboarding, efficient compliance checks, and effective management of client relationships.
Benefits of the Partnership
The partnership with Salesforce will enable abrdn to:
- Centralize data and enhance automation of controls
- Improve employee experiences through a self-service portal built on Experience Cloud
- Accelerate compliance timelines through integration with third-party apps like Moody’s Orbis
Unlocking Data Insights
The partnership will also see abrdn leveraging Salesforce’s Einstein 1 Platform to unlock data insights and power trusted AI solutions. In a heavily regulated industry where trust is paramount, this end-to-end protection ensures privacy and security at every stage of the data journey.
Future Plans
Abroad investment company is exploring how it can use Einstein’s AI-driven Conversation Insights to create meeting summaries, generate data insights, and suggest next best actions to drive better sales conversations. The partnership with Salesforce demonstrates the gains that can be achieved when organizations get technology right, driving agent efficiencies, service improvements, and an enhanced customer experience.
Quotes from Industry Experts
- “We trust Salesforce as a partner invested in our success. Financial Services Cloud has allowed us to deliver at speed, grounded in our client data model,” said Remo Vogelsanger, Head of Digital Solutions, Client Group, abrdn Investments.
- “Salesforce is a key strategic partner for us, enabling us to deliver a better client experience by streamlining compliance with KYC regulations,” added Xavier Meyer, UK & EMEA CEO, Global Chief Client Officer, abrdn Investments.
About the Author
[Author’s Name] is a business journalist with expertise in technology and finance. She can be reached at [Email Address] or [Twitter Handle].