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Accelerate growth in Asset Management with Agentforce
The leading asset management CRM for the Agentic Enterprise—built to power next-gen distribution, relationship intelligence, and productivity at scale. Unify client and investor data, empower teams with AI agents, and modernize engagement across complex institutional, wholesaler, and private capital networks with Agentforce 36O for Asset Management.
Unify client, relationship and market data into a 36O° view
Break down silos and centralize data across clients, investors and teams with a single source of truth.
How it works:
- Unlock unmatched client intelligence.
Create a dynamic, agentic 36O-degree view across clients, investor engagement, funds, deals, and intermediaries — the only way to bring together relationship context, historical interactions, and client needs in one place. - Seamlessly integrate data across sources.
Harmonize CRM data, financial platforms, and external systems into a single intelligent ecosystem using prebuilt connectors and APIs. - Grow revenue with actionable insights.
Generate real-time signals across client profiles, portfolios, and market trends to identify opportunities and focus where it matters most. - Visualize and manage relationships.
Navigate complex relationship hierarchies with complete precision to manage coverage and performance — from legal entities to sales, distribution, and advisor team structures.
Create a connected foundation for relationship intelligence with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Agentforce for Financial Services
Fuel efficiency and drive superior customer service 24/7 with Agentforce
Tableau
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
MuleSoft Anypoint Platform
Bring MuleSoft flows directly into Salesforce for seamless connectivity and enhanced capabilities for financial institutions.
Slack
Bring together the right people, information, and tools to drive business.
Marketing Cloud
Get to know your audience through unified profiles. Personalize offers across any channel with AI. Build lasting relationships that drive business growth.
Data Cloud
Activate all your customer data across Salesforce applications.
Elevate distribution, sales, and service productivity
Automate repeatable tasks and reduce manual effort so teams can focus on sourcing opportunities, developing high-value relationships and delivering client outcomes with AI enabled in the flow of work.
How it works:
- Boost capacity with Agentforce.
Save your teams hours of work with industry-built AI agents that assist with meeting prep, note-taking, RFP responses, scheduling, and follow-ups. - Accelerate onboarding and diligence with audit-ready automation.
Eliminate the manual bottleneck of client setup and KYC. Replace spreadsheets and email chains with secure, prebuilt digital paths that move investors from prospect to funded status faster, while helping ensure every step is governed and compliant. - Break down silos with a unified relationship hub.
Stop toggling between disconnected systems. Empower your front, middle, and back office to work from a complete, connected view of the client — where a wholesaler’s meeting note automatically informs the back-office reporting and the legal team’s next task. - Accelerate execution with intelligent guidance.
Use trusted AI to detect patterns, predict client needs and identify next best actions.
Power next-gen asset managment with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Agentforce for Financial Services
Fuel efficiency and drive superior customer service 24/7 with Agentforce
Sales
Engage buyers effectively, improve seller productivity, close deals faster, and grow revenue on the most complete sales platform.
Service Cloud
Transform how service teams deliver value at every touchpoint — including customer experience, engagement, processes, automation, and service operations.
Tableau
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
MuleSoft Anypoint Platform
Bring MuleSoft flows directly into Salesforce for seamless connectivity and enhanced capabilities for financial institutions.
Slack
Bring together the right people, information, and tools to drive business.
Deliver client service excellence at scale
Scale personalized engagement, client support, and investor relations with intelligent insights and connected digital tools.
How it works:
- Personalize client and investor engagement.
Drive smarter growth with unified customer profiles and real-time AI insights that interpret signals, personalize every moment, and help you orchestrate connected journeys for deeper, more lasting relationships. - Deliver responsive service across any channel.
Resolve issues before they happen. Deliver anticipatory service across digital, in-person, and hybrid channels. - Service complex relationship networks.
Engage multi-layered networks of clients, LPs, investors, intermediaries, and partners with intelligent segmentation, targeted communications and self-serve experiences. - Capture every interaction automatically.
Track and analyze every interaction to refine targeting, prioritize higher-value relationships, and continuously improve engagement by eliminating manual data entry.
Enable more personalized client and investor engagement with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Agentforce for Financial Services
Fuel efficiency and drive superior customer service 24/7 with Agentforce
Tableau
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
MuleSoft Anypoint Platform
Bring MuleSoft flows directly into Salesforce for seamless connectivity and enhanced capabilities for financial institutions.
Service Cloud
Transform how service teams deliver value at every touchpoint — including customer experience, engagement, processes, automation, and service operations.
Slack
Bring together the right people, information, and tools to drive business.
Data Cloud
Activate all your customer data across Salesforce applications.
Connect, modernize and scale operations
Transform sales, service, distribution, and operations on one trusted platform powered by AI agents, unified data and industry-specific automation.
How it works:
- Unlock actionable insights across the business.
Monitor performance, risk signals, and engagement in real time by unifying data for complete business visibility. - Maximize profitable outcomes.
Reduce costs and drive growth with AI-driven forecasting, pipeline and deal management, smarter distribution strategies, and scalable sales and service processes. - Drive smarter planning and execution.
Unify territory and coverage planning and market insights into a single view for faster, better decision-making.
Build connected and transparent operations with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Agentforce for Financial Services
Fuel efficiency and drive superior customer service 24/7 with Agentforce
Slack
Bring together the right people, information, and tools to drive business.
Data Cloud
Activate all your customer data across Salesforce applications.
Tableau
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
MuleSoft Anypoint Platform
Bring MuleSoft flows directly into Salesforce for seamless connectivity and enhanced capabilities for financial institutions.
Slack
Bring together the right people, information, and tools to drive business.
Keep up with the latest asset management trends, insights, and conversations.
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Asset Management FAQ
Salesforce asset management CRM and deal management software can be used for portfolio management, compliant onboarding, personalized communications, service capabilities, deal management software needs, asset management CRM, and more. Our purpose-built solutions stregthen client relationships and optimize processes.
Asset management CRM and deal management software offer benefits such as increased operational efficiency, enhanced productivity, better decision-making through analytics, improved collaboration, and automated workflows. This drives greater client loyatly and better operational efficiency.
Yes, Salesforce supports ESG initiatives by providing tools that enable firms to track, measure, and report on their ESG performance. This includes solutions for data management, reporting, and stakeholder engagement.