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Personalise client engagement by unlocking data with the leading AI CRM for financial advisors. Leverage wealth management software to reveal data-driven insights that strengthen relationships. Use AI and automation to fuel advisor productivity. Drive satisfaction and grow AUM through modernised experiences, scaled service and real-time financial engagement.
Modernise experiences with a CRM for financial advisors.
Increase financial advisor productivity and impact with data-driven actionable insights. Improve marketing capabilities through a unified CRM platform for financial advisors.
How it works:
Fragmented systems and disconnected data are a thing of the past. Stop jumping from system to system and unify your data on the Salesforce Platform for wealth management. Get an in-depth look at client financial accounts, goals, relationships, life events and more on a single platform.
Empower your insights with plans that put a wealth of data to work for you.
Help teams deliver personalised advice that grows a robust referral network.
Build your advisor experience solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies and both consumer and commercial lines of business.
Marketing Cloud
Get to know your audience through unified profiles. Personalise offers across any channel with AI. Build lasting relationships that drive business growth.
Intelligence for Financial Services Cloud
Help your entire team find important answers and start making data-driven decisions.
Einstein Relationship Insights
Boost sales with an AI-powered assistant that researches people and companies related to your sales opportunities.
MuleSoft Anypoint Platform
Bring MuleSoft Anypoint Platform flows directly into Salesforce for seamless connectivity and enhanced capabilities for financial institutions.
Scale client service.
Increase financial advisor productivity and impact with data-driven actionable insights. Improve marketing capabilities through a unified CRM platform for financial advisors.
How it works:
Provide knowledge base and chatbots with modern, conversational UI to boost client service satisfaction and reduce time to serve.
Allow CSRs to pull up information straightaway, all in a unified system, with wealth management software.
Connect the middle and back office workflow for improved orchestration among teams.
Understand what's important to your clients with unified interaction data and AI.
Build your scalable service solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies and both consumer and commercial lines of business.
Service Cloud
Transform how service teams deliver value at every touchpoint — including customer experience, engagement, processes, automation and service operations.
Einstein AI
Experience AI built into the flow of work, for any workflow, user, department and industry.
Flow
Generate real-time, intelligent workflows with CRM + AI + Data + Trust.
Slack
Bring together the right people, information and tools to drive business.
Intelligence for Financial Services Cloud
Help your entire team find important answers and start making data-driven decisions.
Grow faster with an app pre-configured for advisors.
Boost advisor productivity, elevate client experiences and scale AUM with an accelerator purpose-built for Registered Investment Advisors (RIAs). Built on the platform trusted by top financial institutions, Financial Services Cloud for Advisors delivers enterprise-grade capabilities in a streamlined solution for growing firms.
How it works:
Engage clients, automate workflows and unlock insights—all in one unified system.
Be operational in days, not weeks with out-of-the box CRM capabilities designed for advisors. Configure to the unique needs of your practice by customising workflows, client journeys and data models on a secure platform that grows as your needs evolve.
Effortlessly attract new clients and deepen relationships with automated lead capture and management. Equip advisors with the tools and insights they need to understand clients, anticipate their needs and deliver more meaningful experiences at scale.
Empower your advisors and support teams by automating time-consuming tasks like onboarding, account transfers and client follow-ups. Attract and retain advisor top talent with modern CRM technology that frees up their time to build more lasting relationships.
Grow your book of business with a 360° view of client data and powerful new insights. Integrate data from preferred custodial and wealthtech platforms to run your operations in one seamless system. Get a holistic view of key metrics, track advisor tasks and analyse client portfolios without needing to switch between multiple apps.
Accelerate AUM with a tailored solution built on these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies and both consumer and commercial lines of business.
Sales Cloud
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.
Flow
Generate real-time, intelligent workflows with CRM + AI + Data + Trust.
AppExchange
The world’s leading enterprise cloud marketplace of proven apps and experts. Easily find financial services solutions that are right for you.
Our number one priority is to deliver world-class wealth management services. For us, this meant we needed to enhance our client and advisor experiences by moving away from inefficient and manual processes.
Greg BeltzerHead of Technology, RBC Wealth Management - U.S.
Keep up with the latest wealth management trends, insights and conversations.
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Wealth Management FAQs
Financial advisors leverage wealth management software to handle client portfolios, keep an eye on investments and offer customised planning. With tools like client progress tracking, personalised dashboards and seamless integrations for portfolio management and tax efficiency, advisors elevate and enhance the client journey.
Salesforce is used by wealth management firms, RIAs, broker dealers and investment managers for portfolio management, compliant onboarding, communications, service capabilities and more. Our purpose-built CRM for financial advisors streamlines operations and improves client relationships.
Wealth management software increases operational efficiency, enhances productivity, ensures better decision-making through analytics, improves collaboration and automates workflows.
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.
Financial Services Cloud for Advisors reduces the cost and complexity of implementation by providing pre-configuration out-of-the-box. These pre-configured use cases are tailored to the most popular needs of firms and built from best practices seen across RIAs and small wealth management firms.
The Financial Services Cloud accelerator is best suited for RIAs with 25 employees or less. The accelerator includes pre-configured use cases for client engagement, practice management, data and insights and much more.