Modernizing Wealth Management with Slack

In this age of hybrid work, wealth management firms need tools to keep communication smooth and secure. Slack offers user-friendly, powerful features to help teams work more efficiently and effectively.

Slack reshapes communication by replacing the disorganization of email with dedicated channels, keeping teams aligned on essential information. Your wealth management firm can securely collaborate with external partners via Slack Connect, use Slack’s AI-powered search and summary capabilities, and integrate third-party platforms to connect with ease. With Slack, your team can manage workflows seamlessly and create customized tools, providing the flexibility everyone needs.

In our latest data sheet, we show you how Slack can support the unique needs of wealth management firms. You’ll learn about Slack’s features, such as:

• Extensive third-party integrations such as Salesforce, Outlook, and more
• Intuitive interface with AI-powered search and summaries
• Customizable APIs for creating tailored tools
• Enhanced advisor productivity and team engagement
• The ability to complete tasks efficiently without leaving Slack