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.
Introducing artificial intelligence (AI) that uses predictive scoring to recommend the best next steps to meet specific financial goals. Intelligently automate routine tasks and spend more time with clients. Built into Salesforce it just works. Now, that’s smart.
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.
With finance CRM solutions from Salesforce Industries, your bank or financial institution can create personal experiences that build customer trust and loyalty. Salesforce for finance provides integrated sales, service and marketing solutions that are breaking down silos and helping create a cohesive, personalized customer experience across all departments, and through all channels of communication. From tellers at retail banks to wealth management advisors, finance CRM solutions from Salesforce is revolutionizing how financial institutions cater to their customers.