There are many CRM companies in the market, but only those that truly empower advisors to deliver personalized advice at scale can provide a complete relationship management solution to grow an advisor’s book of business. Salesforce, the company behind the world’s #1 CRM solution, does just that, with Financial Services Cloud.
What is Financial Services Cloud? It’s the world’s #1 CRM solution reimagined for financial services. Financial Services Cloud brings superior cloud-based CRM technology to the wealth managers who need it, capturing and analyzing client data, providing insight into a client’s relationship networks, and providing the flexibility for advisors to work the way they want.
By gathering input from customers across the financial services industry, Salesforce was able to design an investment management software solution that promotes true advisor-client collaboration — something that 63% of clients would like to have with their advisor. Additionally, thanks to Salesforce’s latest innovations, including Salesforce Einstein with AI embedded directly into the platform, advisors can manage more clients, receive next best action recommendations, and deliver intelligent advice that locks in client trust with the personalized, and proactive service clients expect.
In short, Financial Services Cloud puts client needs at the heart of wealth management.