Personalize interactions with rich client profiles centered on personal goals and pivotal life events. Nurture deeper relationships by staying in touch with proactive tracking and event alerts that remind you to reach out when clients need you most.
Start each day in the Advisor Home page. Powerful productivity tools and integrated partner apps allow you to automate routine processes with customizable actions. And client referral tracking ensures you never miss an opportunity.
Salesforce Financial Services Cloud is focused on wealth management systems based on powerful Salesforce CRM that allows advisors to connect with clients in a whole new way.
Financial Services Cloud ushers in a new era of wealth management software, with advisors collaborating with clients from any device. Advisors can build 1-to-1 relationships with clients for key investment decisions based on goals and life events. So investors can manage their wealth more intelligently, and meet their financial goals.