Wealth and asset management CRM

Create modern client and advisor experiences with Salesforce's wealth and asset management solutions.


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Here’s how Salesforce's CRM powers wealth and asset management innovation.


Improve client and advisor experiences.

Make the most of operational efficiency. Use automation to deliver modern client experiences, from engagement and onboarding to ongoing relationship management.

Deliver premium service every time.

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

Put your data to work with AI.

Stop foraging for answers and let AI help you anticipate opportunities, recognise unmet client needs, and recommend next best actions.

Close Brothers helps more SMEs realise their growth goals with Salesforce.

We want to build client relationships that stand the test of time. With Salesforce, we can strengthen the already strong service we provide to our customers.”

Neil Davies | CEO, Commercial, Close Brothers

Challenges, meet solutions.

Get the specialised wealth and assessment CRM software your firm needs most to thrive and grow.

Modernise wealth advisor experiences.

Turn client data into functional insights so advisory teams can proactively deliver personalised advice at scale that earns client trust. Salesforce's Financial Services Cloud will help you unlock growth potential with new client opportunities and referral networks.

Learn more about wealth and asset management transformation.





Find out why the future of wealth management is digital.


Ready to learn more about wealth and asset management solutions?