Wealth Managment
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…
When working in Salesforce, there are many situations that could prompt the need to initiate a data load. Perhaps you need to perform a mass update to a particular field or purge bad data from the system, for example. While the Data Loader and its cousins like DataLoader.io are wonderful tools, they may not always…
Client services and related business processes play a prominent role in our Salesforce implementations. Wealth advisors must not only serve their clients in a timely fashion — they must do so while gathering the appropriate level of detail to successfully address each request. Salesforce offers a variety of ways to capture these business processes within…
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….
If you use Salesforce for customer relationship management (CRM), why would you need to add Pardot marketing automation? Let’s take a look at a few common use cases that make Pardot a powerful addition for wealth management firms. Lead Nurturing Quality leads can be a great reason to add Pardot to your Salesforce solution. Through…
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…
Salesforce has developed Financial Services Cloud (FSC) specifically for the financial services industry — a full-featured suite that rolls up relevant relationships and financial activities under each Household account. While Salesforce Sales Cloud offers the flexibility to build out similar connections, there are a few limitations and configuration tips to consider. Let’s start with a…
You’ve been working with a client for a few months, and you’re almost ready to check in with them. Before you do, you’d like to review your recent interactions to get their whole picture fresh in your mind. Strangely, though, when you look at their Household, you only see a few calls that you logged…