Wealth Management

The New Standard Desktop for Relationship Managers

Wealth management firms worldwide—including private client services groups, mass affluent firms, discount brokers, and independent RIAs—are turning to salesforce.com’s on-demand solution to manage their important client relationships. Industry leaders like Merrill Lynch and Mizuho are jettisoning standalone legacy systems and choosing Salesforce for its awarding-winning customer relationship management (CRM) application, open platform, easy integration with market data, and broad ecosystem of partners.

With the power of salesforce.com’s on-demand 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.

On-Demand CRM for Wealth Management

  • Award-winning ease-of-use that drives end-user adoption and compliance
  • Point-and-click customization to meet the needs of individual advisors
  • Industry-leading CRM features to manage client data and team activities
  • Pre-integrated, add-on wealth management applications available via the AppExchange
  • The Force.com platform to meet even the most extensive customization and integration requirements

Loved by Advisors

With features based on input from financial advisors, private bankers, and retail brokers, Salesforce makes busy financial professionals more effective and efficient. Advisory teams find it as simple to manage clients with Salesforce as using popular consumer Web sites. And since Salesforce is available online, offline, and via mobile devices, advisory teams can provide world-class client service from anywhere. Our customers tell us that their advisors not only adopt Salesforce—they love it.

 

Sharpening Your Client Focus

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 includes productivity features to streamline administrative tasks and improve levels of service. With an integrated 360-degree client view, trackable call lists, and configurable alerts, Salesforce enables a client team to focus on its primary goal—building strong client relationships.

 

Customized for the Way You Work

Salesforce.com provides a flexible, on-demand wealth management solution that can be tailored to your specific business needs. You can instantly add new functionality, such as client portfolio analysis, with pre-integrated on-demand applications from the AppExchange. You can also use the Force.com platform to deeply customize Salesforce and integrate it with proprietary systems and third-party applications.

 

Meeting Compliance Requirements

Salesforce.com helps financial institutions meet regulatory requirements while minimizing the administrative burden of doing so. Salesforce offers workflow automation capabilities, so you can require and track approvals for specific actions. Teams can record all interaction and activity related to each customer, including sales and service inquiries, so your organization has comprehensive compliance documentation. And our 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.