Flexible Work, Better Balance
NOVA Wealth is a fast growing start up looking to change the face of financial advice and the way it’s delivered in the UK. We firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology we can empower our advisers to deliver higher levels of service and cut out a lot of the day to day admin that gets in the way.
At our core, we’re here to build a game changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people. Through customer‑centric advisers supported by our innovative Lifeline technology, we empower our customers to go beyond just making smarter financial decisions to living the lives they dream of.
Salesforce is at the core of how NOVA delivers its service. It's our CRM, encompassing Financial Services Cloud, Sales Cloud, and Service Cloud. We also use it as an operational workflow platform, building out ne...