Slalom and IG Wealth Management roll out wealth management Salesforce solution in Canada

Toronto, Ontario, Canada – October 14, 2020 – 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. 

“Delivering impact and value to our customers is our mission but we can’t do this alone,” said Rohit Mahna, SVP & GM of Financial Services at Salesforce. “That is why I’m thrilled to see Slalom work alongside IG Wealth Management to create a modern digital solution that changes the way advisors serve clients across Canada. Using the power of the Salesforce platform, it’s great to help advisors and customers feel close even when many are working from home.”

Using an agile delivery approach at scale was critical to deliver new features and functionality to the field in monthly releases.  Rollout was completed through COVID-19, in a fully remote support model, to 67 regional offices and approximately 3,500 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.

“The new IG Advisor Portal is another significant milestone in our digital transformation, helping advisors and their teams serve our clients efficiently and securely,” said Mike Dibden, Chief Operating Officer, IGM Financial Inc.  “The successful delivery and accelerated rollout of the IG Advisor Portal demonstrates the value of our strategic partnerships with Slalom and Salesforce, the talent and commitment of our team at IG Wealth Management, and the benefits of our agile operating model.” 

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

“Slalom loves supporting our clients through digital transformations leveraging modern technology solutions—IG Wealth Management is a great example of that. The new IG Advisor Portal is already helping advisors better connect and build deeper relationships with their clients—something we’re really proud to be a part of,” said Wayne Ingram, General Manager, Slalom Canada.

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