Discover how agentic AI, trusted data, and real-time insights help wealth managers deliver personalised and trusted customer experiences. Boost productivity, scale engagement and drive AUM growth, all on a single, unified platform.
For the mass-affluent RM, the private banker, or the CTO of a wealth management company, Agentforce Financial Services is your next-gen advisor. Here’s how your advisors can do their best work.
See how a mass affluent RM uses Slack, Agentforce and Data 360 to engage customers at scale, trigger personalised outreach, and convert real-time signals into private wealth opportunities.
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See how a private banker uses Agentforce Financial Services, Tableau and Einstein AI to turn trusted customer insights, interactive risk simulations and unstructured notes into faster decisions, deeper relationships, and personalised wealth strategies.
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See how technology leaders use Data 360, Tableau Pulse and Slack to identify consent gaps, protect pipeline, and orchestrate enterprise-wide DPDP compliance actions in real time.
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See how RBC wealth management consolidated 26 systems into one to exceed client and adviser expectations.
Enhance adviser 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 adviser desktop that puts all the data, insights, and actions advisers need at their fingertips.
Focus on clients, not paperwork. Elevate adviser productivity with industry-trained digital workers that automate manual tasks like research, meeting prep, and account updates, surfacing real-time insights so advisers have more time for what matters most.
Deliver tailoured advice at every touchpoint. Centralise client data — goals, life events, preferences — to surface timely insights and recommendations, using AI to anticipate needs and personalise 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.
Personalise customer experiences and optimise each campaign with data-first solutions for any channel and device.
Activate all your customer data across Salesforce applications.
Get in touch today and our experts will guide you through the process step by step:
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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, personalised communications, service capabilities, deal management software needs, asset management CRM, and more. Our purpose-built solutions strengthen client relationships and optimise 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.
