Salesforce & Mastercard Transform Transaction Disputes: Trust & Speed.

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Unlock data to grow client relationships and AUM with trusted AI.

Personalize client engagement by unlocking data with the leading AI CRM for financial advisors. Leverage data-driven insights that strengthen relationships. Use AI and automation to fuel advisor productivity. Drive satisfaction and grow AUM through modernized experiences, scaled service, and real-time financial engagement.

Modernize advisor experiences.

Increase financial advisor productivity and impact with data-driven actionable insights. Improve marketing capabilities through a unified CRM platform for financial advisors.

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 platform for wealth management. Get an in-depth look at client financial accounts, goals, relationships, life events, and more on a single platform.

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

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

A wealth management dashboard that shows household relationships and referral insights.
A wealth management dashboard that shows household relationships and referral insights.

Scale client service.

Increase financial advisor productivity and impact with data-driven actionable insights. Improve marketing capabilities through a unified CRM platform for financial advisors.

How it works:

Provide knowledge base and chatbots with modern, conversational UI to boost client service satisfaction and reduce time to serve.

An Ask Astro chat bot that enables a customer to self-select an account and view transactions.

Allow CSRs to pull up information right away, all in a unified system, with wealth management software.

A service innovation portal that shows activity, alerts, selected outcomes, and dispute submissions.

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

A service dashboard that shows how easy it is to submit dispute requests.

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

A client profile that shows the interaction journey, next best marketing actions, and alerts.
An Ask Astro chat bot that enables a customer to self-select an account and view transactions.
A service innovation portal that shows activity, alerts, selected outcomes, and dispute submissions.
A service dashboard that shows how easy it is to submit dispute requests.
A client profile that shows the interaction journey, next best marketing actions, and alerts.

Wealth Management FAQ

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.

Wealth management firms who use the right CRM see benefits such as increased operational efficiency, enhanced productivity, better decision-making through analytics, improved collaboration, and automated workflows.

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.