Slalom & IG Wealth Management Rollout Wealth Management Salesforce Solution In Canada

Slalom, a modern strategy, technology, and business transformation consulting firm, has partnered with IG Wealth Management (IG), part of IGM Financial Inc. and one of Canada’s leading diversified wealth and asset management companies, to develop a Wealth Management Advisor Portal that will deliver a modern digital experience for IG’s advisors and enhance the client experience across mobile and web channels.

Built on Salesforce Financial Services Cloud, the IG Advisor Portal provides advisors and their teams “360-degree views” of their clients and prospects.  It can also streamline advisor/client interactions through guided digitized business flows and electronic signatures, allowing advisors to work with their clients anytime and anywhere on mobile devices. Slalom helped IG Wealth Management – as part of their digital transformation journey – to vision, architect and deploy the innovative Advisor Portal solution.

Using an agile delivery approach at scale was critical to deliver new features and functionality to the field in monthly releases.  Roll-out was completed through COVID-19, in a fully remote support model, to 67 regional offices and approximately 5,000 users nationwide.  The IG Advisor Portal was well received and quickly became a critical application for advisors during the pandemic when in-person interactions were severely limited.

Slalom is also providing ongoing application management development services to help IG run and develop Salesforce platform capabilities.

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