77% of advisors report lost opportunities due to outdated technology. Financial Services Cloud and Agentforce enable wealth management firms to redefine growth with unified, compliance-ready tools built on trusted AI. Empower advisors with a 360-degree view to boost productivity, scale personalized engagement, and drive AUM growth.
See how RBC wealth management consolidated 26 systems into one to exceed client and advisor expectations.
Enhance advisor efficiency and scale tailored client engagement on a purpose-built platform using unified data, real-time insights, and AI-driven automation.
Eliminate app switching and data silos with a single, AI-powered 360-degree client view. Integrate CRM data, financial systems, and third-party sources into a unified advisor desktop that puts all the data, insights, and actions advisors need at their fingertips.
Focus on clients, not paperwork. Elevate advisor productivity with industry-trained digital workers that automate manual tasks like research, meeting prep, and account updates, surfacing real-time insights so advisors have more time for what matters most.
Deliver tailored advice at every touchpoint. Centralize client data — goals, life events, preferences — to surface timely insights and recommendations, using AI to anticipate needs and personalize interactions for every client and deepen loyalty.
Scale high-touch service across your entire book of business efficiently. Leverage unified data and AI analytics to understand needs, predict next best actions, and connect operations for seamless, scalable client experiences and data-driven growth.
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
Bring together the right people, information, and tools to drive business.
Personalize customer experiences and optimize each campaign with data-first solutions for any channel and device.
Activate all your customer data across Salesforce applications.
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Learn how Salesforce for financial services empowers customers' financial success.
Next gen advisor for wealth and asset Management brings together Financial Services Cloud and agentic advisors to help firms attract, retain and empower top advisor talent with unified and industry-specific tools, insights, and automation that help your advisors improve productivity, scale client experiences, and grow AUM.
Salesforce is used by wealth management firms, RIAs, broker dealers, and investment managers for portfolio management, compliant onboarding, communications, service capabilities, and more. Our purpose-built CRM for financial advisors streamlines operations and improves client relationships.
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 strengthen client relationships and optimize processes.
Generally, yes, when advisors are integrated with secure platforms and data. Agentforce, for example, is built on the Einstein Trust Layer, ensuring data security and adherence to business protocols when handling tasks. AI advisors built with Agentforce rely on trusted business data to ensure accuracy and security.
