Put Salesforce to work for your business

It’s easier than ever to get Financial Services Cloud for your wealth management business with a BlueBox from BlueSky.

Simpler

Get set up in the worlds #1 CRM platform, straight out the box.

Faster

Our implementation experts will get you set up in under 4 weeks.

Smarter

Create richer, more personalised experiences for your customers.

What's in the box?

Get set up in under 4 weeks

The box that ticks all the boxes

Manage your sales process and pipeline seamlessly
Ensure excellent personalised & consistent service for your clients
Drive customer retention & growth in AUM
Access all historic communication with clients on an easy-to-read timeline
Built in financial goal planning functionality

Visibility of your client portfolios at your fingertips
Drive cross-sales through built in Relationship Mapping across retail and institutional clients
Drastically reduce admin time
Customised Executive Dashboards and Dynamic Reporting
Spend more time having meaningful conversations with your clients

Reinvent your business for the digital customer-obsessed era. Get Financial Services Cloud, get a BlueBox.

Find out how businesses like yours are using the power of the cloud