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Rebooting Wealth Management White Paper

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Rebooting Wealth Management White Paper

According to a 2013 PwC report, more than $41 trillion in assets will be transferred between generations over the next 50 years. PwC studies also show a 50% asset attrition rate for these transfers, suggesting the next generation of heirs don’t feel much loyalty to “Dad’s advisor.”

So how do wealth management firms build meaningful relationships with not just their client, but also those who stand to inherit?

United Capital Financial Advisers is one of the fastest growing wealth management firms in the country, with 400 employees serving more than 12,000 clients. With help from Salesforce, the company developed a unique system for getting to know clients and how they think about money, so advisers can provide more personalized counseling and financial plans. Using Salesforce Marketing Cloud, advisers get a single view of their customers’ profiles so they can tailor communications that are more relevant and timely.

To download this case study and learn how Salesforce and PwC can help your firm maximize client relationships, complete the form on the right.

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According to a 2013 PwC report, more than $41 trillion in assets will be transferred between generations over the next 50 years. PwC studies also show a 50% asset attrition rate for these transfers, suggesting the next generation of heirs don’t feel much loyalty to “Dad’s advisor.”

So how do wealth management firms build meaningful relationships with not just their client, but also those who stand to inherit?

United Capital Financial Advisers is one of the fastest growing wealth management firms in the country, with 400 employees serving more than 12,000 clients. With help from Salesforce, the company developed a unique system for getting to know clients and how they think about money, so advisers can provide more personalized counseling and financial plans. Using Salesforce Marketing Cloud, advisers get a single view of their customers’ profiles so they can tailor communications that are more relevant and timely.

To download this case study and learn how Salesforce and PwC can help your firm maximize client relationships, complete the form above.

 
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