Salesforce Financial Services Cloud: CRM for Financial Advisors
CRM for financial advisors grows your business.
Financial Services Cloud has all of the benefits of the world’s most respected CRM platform.
Financial Services Cloud is one of the most trusted, highest reviewed wealth management CRMs for financial advisors. This is because Financial Services Cloud is built on the the tried-and-true Salesforce CRM platform. Salesforce CRM is widely recognized as the go-to solution for businesses large and small, and is the top-rated CRM in the world.
Financial Services Cloud offers the best CRM software for financial advisors. It is cloud-based, which means that users can take advantage of what it has to offer without having to install any expensive hardware or local software. All you’ll need is an internet-compatible device, and you’ll be able to access Financial Services Cloud directly through your browser. Cloud technology also resolves the compatibility issues that plague traditional financial advisor toolsets and allows for multiple users to gain access to the same client data across any channel or device.
Financial Services Cloud offers a robust partner ecosystem, allowing for the flexibility needed to seamlessly run your business, including integrations with financial planning tools, electronic forms, data aggregation services, and compliance solutions.The Financial Services Cloud data model also comes with out-of-the-box industry standard objects built directly on the Salesforce Platform that model financial accounts, assets, liabilities, and financial life goals for individual clients and entire households — saving firms time and money on customizations.
The Salesforce wealth management CRM is designed for usability. With an intuitive UI that relies heavily on data visualization, users can access and manage client data at a glance. Financial Services Cloud is customizable and configurable, so that it not only meets your business’ needs but also scales and grows with your organization.
Of course, it takes more than being built on a respectable CRM to make the perfect wealth management tool. This is why Financial Services Cloud offers a set of features specifically created for financial advisors.
Tools make advanced wealth management possible.
Financial Services Cloud was created through direct collaboration with financial services professionals. This partnership helped ensure that the tools and features built into the CRM system would be valuable and effective.
The Advisor Home Page lets advisors see their responsibilities, appointments, and goals all in one place, helping them plan their day efficiently. Advisors can also keep track of client goals directly in Financial Services Cloud with key targets and action items to help keep clients on track. Considering that only 37% of clients say that their financial advisors are even aware of their life goals, this means improved relationships and better returns across the board.
Even in such a constantly shifting industry, the need for one-on-one financial service never changes. When it comes to wealth management and the financial services industry, relationships are vitally important; 30% of investors would even consider switching advisors due to poor communication.
Don’t shut your clients out. Instead, take advantage of the top CRM systems for financial advisors, built on the most powerful CRM system in the world. Financial Services Cloud gives you the tools and the data you need to develop a comprehensive view of your clients, and also gives your clients the resources they need to become actively involved. In short, Financial Services Cloud helps you deliver intelligent, customized, and proactive advice across your entire book of business so you can strengthen client relationships at scale.