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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.

An asset management profile showing cash flow, spending by category, and total surplus.

Empower your insights with plans that put a wealth of data to work for you with powerful deal management software.

A profile showing a family's retirement plan and projected post retirement monthly expenses

Help teams deliver personalized advice that grows a robust referral network.

An asset management profile showing related accounts and Einstein Relationship Insights
An asset management profile showing cash flow, spending by category, and total surplus.
A profile showing a family's retirement plan and projected post retirement monthly expenses
An asset management profile showing related accounts and Einstein Relationship Insights

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.

An Ask Astro window that allows customers to self serve and select an account to see transactions.

Allow CSRs to pull up information right away, all in a unified system.

A unified profile for a customer that shows alerts, outcomes, and activities.

Connect the middle- and back-office workflow for improved orchestration among teams.

A customer service portal that shows a dispute request submission.

Understand what's important to your clients with unified interaction data and AI.

A customer profile that shows the customer journey, alerts, and marketing interactions.
An Ask Astro window that allows customers to self serve and select an account to see transactions.
A unified profile for a customer that shows alerts, outcomes, and activities.
A customer service portal that shows a dispute request submission.
A customer profile that shows the customer journey, alerts, and marketing interactions.

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.