Wealth Management

The New Standard for Advisors

More than 1,600 financial services firms across the globe have standardized on Salesforce, and the wealth management segment is leading the charge. Private banking groups, mass affluent firms, retail brokers, and independent RIAs are turning to salesforce.com’s software-as-a-service solution to manage their important client relationships.

Financial services firms are racing to become the ‘trusted advisor’ to the exploding wealth management customer segment, which is driving the biggest shift of wealth in history, and to help these customers navigate the ever-increasing range of available financial services products.

But too often, advisors are shackled by technology. While the Internet has changed the way that consumers bank, pay bills, get quotes, trade, or do research online, advisors have been left behind. The desktops of most advisors today have hardly changed in 20 years—They’re riddled with dozens of closed, proprietary, character-based applications that are hard to use and expensive to integrate. Advisors are hungry for more modern, Internet-based tools, so it’s no wonder they’re embracing Salesforce as the new standard for client management.

The Next-Generation Desktop for Wealth Management

With Salesforce for Wealth Management, the advisor desktop finally enters the 21st century. Industry leaders like Merrill Lynch, Citigroup, E*TRADE, Mizuho and United Capital Financial Advisors are jettisoning standalone legacy systems and choosing Salesforce for its next-generation advisor desktop, open platform, easy integration with market data, and broad ecosystem of partners. With the power of salesforce.com’s software-as-a-service model, even individual advisors can sign up today and be up and running next week with the same world-class features as elite wealth management firms.

  • Award-winning ease-of-use that drives end-user adoption and compliance
  • 100 percent on demand: no hardware or software to install or maintain
  • Point-and-click customization to meet the needs of individual advisors 
  • Industry-leading features to manage client data and team activities 
  • Pre-integrated, add-on wealth management applications available via the AppExchange 
  • The flexible Force.com platform-as-a-service to meet even the most extensive customization and integration requirements

Loved by Advisors

Built in close collaboration with leading wealth management firms, Salesforce for Wealth Management frees financial professionals from the shackles of outdated technologies. Advisory teams find it as simple to manage clients with Salesforce as using popular consumer Web sites. Our customers tell us that their advisors not only adopt Salesforce—they love it


 

Growing Your Book of Business

Whether they’re just building their books of business or already managing significant assets, financial advisors want to maximize the time they spend with clients and prospects. Salesforce for Wealth Management is a complete solution with all the features financial professionals need to become trusted advisors to their clients.

  • Client Acquisition and Management
  • Financial Accounts, Holdings, and Interests 
  • Relationship Groups for Housholding 
  • Advisor Team Collaboration 
  • “Know Your Client” Information Capture and Workflow 
  • Easy, Flexible Reporting

 

Fits the Way You Work

Just as you intuitively customize Google and Yahoo!, Salesforce provides a flexible, software-as-a-service wealth management solution that you can tailor to your specific business needs. Completely change layouts, add fields, activate workflow, and create reports and lists—all with a few mouse clicks. Salesforce can also be tightly integrated with news and market data feeds, as well as Outlook or Lotus Notes. And, you can instantly add new functionality, such as client portfolio analysis, with pre-integrated applications from the AppExchange. Finally, the Force.com platform allows for deep customizations and integration with your proprietary systems and other third-party applications.

 

Security, Performance, and Compliance to Meet Your Stringent Requirements

No one’s security standards are higher than those of financial services firms. Salesforce for Wealth Management is built on our trusted platform that’s used by 47,700 companies worldwide. Salesforce has passed the intensive security audits of some of the world’s largest financial institutions. Salesforce also helps financial institutions meet regulatory requirements while minimizing administrative burdens. You can require and track approvals for specific actions and record all interaction and activity related to each customer so your organization has comprehensive compliance documentation. And salesforce.com’s service delivery standards mean that your customer data is available to you when you need it—You never have to worry about backing up files, losing data, and so on.