Slalom supports IG Wealth Management on advisor portal

15 October 2020 2 min. read

Slalom, a management and technology consulting firm, has helped IG Wealth Management build and roll out a digital advisor portal built on the Salesforce platform.

The Wealth Management Advisory Portal was built on Salesforce Financial Services Cloud, and provides IG’s advisors with a 360-degree view of clients and prospects. The portal can also streamline client interactions via guided digitized business flows, and allows advisors to work with their clients anywhere and anytime on mobile devices.

Slalom helped IG plan and implement the portal, and is also providing ongoing application development services for Salesforce. The consulting firm rolled out the advisor portal using a fully remote support model, reaching approximately 5,000 users in 67 offices nationwide. The portal has been a critical tool for advisors during a pandemic that has limited in-person meetings with clients.

Slalom supports IG Wealth Management on advisor portal

"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, COO of 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."

IG Wealth Management provides services in investment, retirement, estate, and tax planning, among other areas. The company is a part of Winnipeg-based IGM Financial, which also includes Investment Planning Counsel and Mackenzie Investments, and has assets under management of $196 billion as of September 30, 2020. IGM is a part of Montreal-based Power Financial, which also owns majority stakes in Great-West Lifeco and Wealthsimple.

"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, GM of Slalom Canada.

Slalom was founded in 2001 and is based in Seattle. The company has grown to a headcount of more than 8,000 employees across offices in North America, the UK, and Australia. Slalom has Canadian locations in Montreal, Toronto, and Vancouver.