WEALTH AND ASSET MANAGEMENT

Modernize client and advisor experiences.

 

Reduce operational costs and innovate faster with purpose-built wealth and asset management solutions.

 

Improve client and advisor experiences.

Maximize efficiency with automation and deliver modern experiences from engagement to relationship management.

Deliver premium service every time.

Build trusted client relationships from day one with timely, personalized experiences on any channel and at every touchpoint.

Put your data to work with AI.

Stop foraging and let AI help you anticipate opportunities, recognize client needs, and recommended next actions.
 

Modernize Advisor Experiences

Turn client data into actionable insights so advisory teams can deliver personalized advice that earns client trust and builds more long-lasting relationships.
 

How It Works

 

Unify useful data.

Get an in-depth look at client financial accounts, goals, relationships, live events, and more on a single platform.

Discover actionable insights.

Empower your insights with plans that put a wealth of data to work for you.

Grow your book of business.

Help teams deliver personalized advice that grows a robust referral network.
 

What's Included

 
  • Marketing Cloud lets you personalize customer experiences and optimize each campaign with data-first enterprise solutions for any channel and device.
  • MuleSoft Anypoint Platform lets you integrate data from any system to deliver critical, time-sensitive projects — all with a single platform for APIs and integrations.
 

Engage customers and employees with a single, connected platform.

 
 

Financial Services Cloud

Accelerate digital process innovation across the front, middle, and back office and put your customer at the center of everything. Build customer trust and increase employee productivity with Financial Services Cloud.
Starting at $225 USD/user/month* (billed annually)
 
 
 

Before Salesforce, advisors experienced a lot of friction, and it was difficult to aggregate data. Advisors would spend hours preparing for client meetings. We now have a one-stop shop for advisors.

Greg Beltzer

Head of Technology, RBC Wealth Management
 
 
 

Invest in customer loyalty with digital-first experiences.