Asset management

Power client success and increase team productivity.

Personalize every customer interaction with real-time intelligence and data-driven insights.

People working together in professional attire

Drive value with Customer 360 for asset management.

Connect every experience.

Simplify and scale operations, while delivering tailored client experiences across any channel.

Deliver premium service every time.

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

Drive efficiency while you grow AUM.

Use data-driven automation to grow your assets easily.

Service Innovation for Asset Management

Grow trusted relationships while reducing costs to serve with intuitive, omnichannel service that anticipate client needs through automated, intelligent workflows.

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How It Works

Empower customers to self-serve.

Present knowledge base and chatbots with modern, conversational UI.

Provide assistance quickly.

Enable CSRs to pull up information right away, all in a unified system.

Resolve the issue completely.

Connect the middle and back office workflow for improved orchestration among teams.

Anticipate customers’ future needs.

Understand what's important to your customers with unified interaction data and AI.

Deliver continuous data-driven engagement.

Deliver relevant messages to your customers across every channel.

What's Included

Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Service Cloud allows you to automate your processes, streamline your workflows, and deploy the right agent at the right time.

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.

Modernize Customer Experiences

Turn customer data into actionable insights. Earn trust and build long-lasting relationships by making personalized, relevant recommendations to customers.

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How It Works

Unify useful data.

Learn more about your customers investment profile, goals, service requirements, 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

Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
CRM Analytics for Financial Services Cloud helps your entire team find important answers and start making data-driven decisions.
Einstein Relationship Insights is an AI-powered research assistant that explores disparate data sources to discover critical relationships and generate insights that help close deals faster.

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.