Listening to advisors, we designed this wealth management solution to supercharge advisory teams, giving them more time to focus on what they do best — serve their clients’ financial needs and grow relationships. With Financial Services Cloud, unlock loyalty with the world’s #1 CRM, reimagined for wealth management. Leverage Salesforce solutions like Pardot to better market to your clients, and integrate with leading wealth management technology partners via AppExchange to unlock a single view of the client with all relevant data in one place. Discover how Financial Services Cloud and Pardot, along with an ecosystem of partners, empower wealth management firms to connect with their clients in a whole new way.


Increase in client satisfaction*



Increase in Advisor Productivity*



Faster Integration*

 * Voice of the Salesforce Financial Services Customer Survey
Talk about advisors blazing trails. Check out this case study that shows how one wealth management firm was able to increase productivity, data accuracy, and visibility — all while reducing costs.