Salesforce, the world’s #1 CRM,recognizes that for a portfolio management solution to be effective, it needs to be powerful, accessible, and innovative. Salesforce Financial Services Cloud, built on the Salesforce platform, provides wealth managers with the tools they need to be able to manage and analyze client portfolios at scale.
Financial Services Cloud offers users the ability to better understand their clients’ relationships, networks, households, and financial accounts, thanks to rich, customizable profiles. Advisors can also take action at the point of insight with embedded analytics dashboards to help keep their clients on track to reach their financial goals. The advisor home page in Financial Services Cloud gives users a complete view of their entire portfolio management system at a glance, and allows them to automate routine tasks and track client referrals.
More than anything else, Salesforce Financial Cloud is a high-touch relationship management platform designed to help wealth managers deliver more personalized advice at scale. Financial Services Cloud simplifies the process of working directly with clients, allowing advisors to manage clients’ portfolios in context to their broader financial life goals, household, and relationship data — all in one easy-to-use place.