wealth management

Build trusted client relationships and grow AUM.

Accelerate innovation to increase profitability. Drive success with data-driven insights, real-time engagement, and cost efficient operations.

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Scale operating models and lower cost-to-serve with no and low code experiences and workflows.

Empower and connect clients and advisors.

Drive efficiency and productivity from prospecting to onboarding and planning to next best actions.

Make your data work better for you.

Stop searching and let AI help you anticipate opportunities, recognize client needs, and recommend next actions.

Deliver premium service every time.

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

Modernize Advisor Experiences

Turn client data into actionable insights so advisory teams can deliver personalized advice that earns client trust and builds more long-lasting relationships.

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How It Works

Unify useful data.

Get an in-depth look at client financial accounts, goals, relationships, live events, 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.

Service Innovation for Wealth Management

Empower customers to self-serve with chatbots and automation. Resolve issues faster and increase client satisfaction with a single, 360-degree customer view.

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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.