Empower client success and boost employee productivity with trusted data and AI.
Unlock data to deliver a tailored, unified experience with a powerful asset management CRM. Leverage data-driven insights, AI, and automation to fuel productivity while reducing costs. Drive client success with modernized client experiences and scaled service.
Modernize customer experiences with asset management CRM.
Turn customer data into actionable insights with an asset management CRM. Earn trust and build long-lasting relationships by making personalized, relevant recommendations to customers.
How it works:
Fragmented systems and disconnected data are a thing of the past. Stop jumping from system to system and unify your data on the Salesforce asset management CRM. Get an in-depth look at accounts, goals, relationships, and more on a single platform.
Empower your insights with plans that put a wealth of data to work for you with powerful deal management software.
Help teams deliver personalized advice that grows a robust referral network.
Build your customer experience solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Marketing Cloud
Get to know your audience through unified profiles. Personalize offers across any channel with AI. Build lasting relationships that drive business growth.
Intelligence for Financial Services Cloud
Help your entire team find important answers and start making data-driven decisions.
Einstein Relationship Insights
Boost sales with an AI-powered assistant that researches people and companies related to your sales opportunities.
MuleSoft Anypoint Platform
Bring MuleSoft flows directly into Salesforce for seamless connectivity and enhanced capabilities for financial institutions.
Scale service to grow customer loyalty.
Grow trusted relationships while reducing costs to serve with intuitive, omni-channel service that anticipates client needs through automated, intelligent workflows and deal management software.
How it works:
Leverage the most complete and connected service platform for asset management companies, giving financial advisors the tools to provide excellent service at scale.
Allow CSRs to pull up information right away, all in a unified system.
Connect the middle- and back-office workflow for improved orchestration among teams.
Understand what's important to your clients with unified interaction data and AI.
Build your scalable service solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Service Cloud
Transform how service teams deliver value at every touchpoint — including customer experience, engagement, processes, automation, and service operations.
Einstein AI
Experience AI built into the flow of work, for any workflow, user, department, and industry.
Flow
Generate real-time, intelligent workflows with Data + AI + CRM + Trust.
Slack
Bring together the right people, information, and tools to drive business.
Intelligence for Financial Services Cloud
Help your entire team find important answers and start making data-driven decisions.
Experience Cloud
Quickly launch data-powered sites, portals, and apps, connected across the customer journey.
Keep up with the latest asset management trends, insights, and conversations.
Ready to take the next step with the world's #1 AI CRM for financial services?
Start your trial.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
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Asset Management FAQ
Salesforce asset management CRM and deal management software can be used for portfolio management, compliant onboarding, personalized communications, service capabilities, deal management software needs, asset management CRM, and more. Our purpose-built solutions stregthen client relationships and optimize processes.
Asset management CRM and deal management software offer benefits such as increased operational efficiency, enhanced productivity, better decision-making through analytics, improved collaboration, and automated workflows. This drives greater client loyatly and better operational efficiency.
Yes, Salesforce supports ESG initiatives by providing tools that enable firms to track, measure, and report on their ESG performance. This includes solutions for data management, reporting, and stakeholder engagement.