Solution: Grow Client Relationships

Advisors, meet your new competitive advantage.


Grow relationships across hundreds of households with an unparalleled view of every client.

Listening to advisors, we designed this wealth management solution to supercharge advisory teams, giving them more time to focus on what they do best — serve their clients’ financial needs and grow relationships. With Financial Services Cloud, unlock loyalty with the world’s #1 CRM, reimagined for wealth management. Leverage Salesforce solutions like Pardot to better market to your clients, and integrate with leading wealth management technology partners via AppExchange to unlock a single view of the client with all relevant data in one place. Discover how Financial Services Cloud and Pardot, along with an ecosystem of partners, empower wealth management firms to connect with their clients in a whole new way.

See how to grow client relationships with the world’s #1 CRM.



Increase in client satisfaction*



Increase in Advisor Productivity*



Faster Integration*

 * Voice of the Salesforce Financial Services Customer Survey

Explore the advantages of Salesforce for Wealth Management.



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Customer Stories





See how Trilogy Financial reached 147% ROI with Financial Services Cloud.

Talk about advisors blazing trails. Check out this case study that shows how one wealth management firm was able to increase productivity, data accuracy, and visibility — all while reducing costs.