Solution: Grow Client Relationships

Advisors, meet your new competitive advantage.


Grow relationships across hundreds of households with an unparalleled view of every client.

Listening to advisors, we designed this wealth management solution to supercharge advisory teams, giving them more time to focus on what they do best — serve their clients’ financial needs and grow relationships. We’ve integrated Financial Services Cloud with leading wealth management technology partners via the Salesforce AppExchange to provide a single pane of glass that enables advisors to deliver personalised advice at scale across hundreds of client and household relationships. Discover how the world's #1 CRM empowers wealth management firms to connect with their clients in a whole new way.

See how to grow client relationships with the world’s #1 CRM.



Increase in client satisfaction*



Increase in Advisor Productivity*



Faster Integration*

 * Voice of the Salesforce Financial Services Customer Survey

Explore the advantages of Salesforce for Wealth Management.


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See how Infusion360 reached 4 times growth in sales pipeline with Financial Services Cloud.

Talk about wealth management blazing trails. Check out this success story that shows how one wealth management firm was able to improve productivity, process, and visibility - all with a single view of customers.