Wealth Managment
In the dynamic landscape of wealth management, catering to the needs of High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients is a valuable opportunity that requires a highly targeted approach. These clients are both discerning and astute; they seek a high level of personalization, uncompromising attention to detail, and a profound understanding of…
As this Salesforce blog post explains, artificial intelligence (AI) technology in wealth management is a hot topic — and with good reason. AI wealth tech not only helps advisors identify their most promising opportunities, but it also serves up insights and strategies to foster meaningful relationships by anticipating and catering to the unique needs of…
From specialized tax and estate planning tools to advanced portfolio analysis solutions, it truly is a golden age of technology for financial advisors. Among the many tools a financial advisor might implement when working with clients, many advisors consider their client relationship management software (CRM) to be the central hub of their tech stacks. According…
Introduction In the fast-evolving landscape of mergers and acquisitions (M&A) for registered investment advisors (RIAs), staying abreast of trends and technological shifts is crucial. In a recent webinar sponsored by DeVoe & Company, Mirador, and ShellBlack, experts delved into the intricacies of M&A transactions from the technology side. Brad Grubb, Managing Director at DeVoe &…
Client meetings are an important part of a wealth advisor’s client servicing experience. Yet many do not have a cohesive, centralized strategy to execute and follow up on these meetings, which limits the advisor and client service rep efficiency. Tracking scheduled meetings and related notes outside of Salesforce is common, but offers limited visibility into…
A quick disclaimer: I won’t spend any time on the AI announcements at Dreamforce 2023, as that was covered in another post Dreamforce 2023 — A Keynote Recap Starring AI. For those interested in learning more about how AI might open up new opportunities for Financial Services, though, here is some suggested reading: The Rise…
Business processes are the heartbeat of your organization, and it’s critical that those processes are easy to follow, accurate, and executed in a timely fashion. This is especially true in the Financial Services industry, where a lack of adherence to timelines can have serious regulatory and compliance implications. Salesforce easily tracks your business processes with…
Salesforce Financial Services Cloud (FSC) enables wealth managers to provide a high level of service to their clients. FSC was developed collaboratively with leaders in the financial services industry to help advisors access relevant client data quickly — freeing up more time to leverage that information into personalized, expert recommendations tailored to each client’s goals….
Updated Dec. 12, 2023 If you use Salesforce for customer relationship management (CRM), why would you need to add marketing automation? Let’s take a look at a few common use cases that make Marketing Cloud Account Engagement (MCAE, formerly known as Pardot) a powerful addition for wealth management firms. Lead Nurturing Quality leads can be…
Within your own Salesforce instance, you can create and leverage a range of Experience Cloud sites to address multiple use cases. Whether you’re customizing a client portal or connecting multiple sites through Salesforce, Experience Cloud can help you elevate the client experience while freeing up your team to focus on high-touch customer service where it…