Instantly access all of your client data in one central location so you can spend less time on administrative tasks, and more time focusing on client relationships. With Einstein Analytics built right into the platform, advisors can take client action at the point of insight and measure the effectiveness of their advice.
 
Use rich client and household profiles to deliver personalized advice across your entire book of business. With digital engagements, you can wow clients at the right moments as you collaborate on their financial life goals.
Drive repeatable and visible collaboration across the entire firm. Help manage compliance with access to secure client and household profiles. And instantly see who interacted with each client as well as the information that was shared.
 
Benefit from more visibility into a client’s family wealth ecosystem, and get a holistic view of both managed and held-away assets. Plus, with a visual Client Relationship Map, you can uncover new opportunities to deepen and grow your book of business across your client’s relationship networks.
 
 

63%

would like a collaborative relationship with their financial advisor *

 

37%

said their financial advisor is actually aware of their life goals *

 

67%

prefer financial advisors who offer mobile apps and the latest interactive tools *

* See more in our “Connected Investor” report.
Get an in depth look at how Financial Services Cloud is empowering advisors to deepen and grow their book of business with complete client and household views, proactive client insights, and advisory team collaboration.