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Salesforce for Wealth Management

Increase conversions and assets under management with the power of data analytics

Support Your Clients and Grow the Business with Data-Driven insights

What’s the key to an asset management firm’s success? Growth opportunities. Referral conversions and the overall number of households you can expand to directly contribute to your ability to grow. Salesforce for wealth management provides you the data and subsequent insights you need to meet your client’s financial goals and extend your reach.

Our Comprehensive Solutions for Wealth Management

Empower financial advisors to drive new household growth with recommended actions, automate manual and time-consuming tasks to prioritize business development activities, enhance the client experience with digital-first servicing solutions, and more.

New Household Growth

Our new household growth solution is designed to provide financial advisors with an end-to-end data-driven CRM that not only produces prescriptive, predictive insights right in their everyday workflow, but also automatically places those insights in the context of the business with recommended actions.

Data-Driven Relationship Management

By making use of automation for manual or time-consuming tasks, you can increase visibility for relationship managers and prioritize their business development activities, increase revenue, expand existing household wallet share, and assets under management.

Business Process Automation

Our digital onboarding and ongoing servicing solution enhances the client experience. By providing recurring services seamlessly using powerful process automation, financial advisors can focus on fostering deeper relationships with clients and leave time-wasting manual processes behind.

Salesforce Financial Services Cloud for Wealth and Asset Management

With Salesforce’s CRM solutions empowered by artificial intelligence, you can make meaningful connections with your clients, grow your book of business with new households and AUM, intuitively prioritize service, make smart investment decisions, reduce client attrition, and more.

Proactive Engagement with your Book of Business

Manage your contact strategy and adherence with key insights for meaningful and timely advisor engagement. Achieve client 360-degree view: across the household, other relationships, financial accounts, and life events for key insights across your book of business.

Reduce Client Attrition Risk

Understand AUM risk in your book of business and prioritize client engagement before an attrition event. Surface insights from client profiles for advisors using financial transaction data points, advisor engagement patterns, life events, and other data points to provide visibility and recommended actions to advisors.

Ensure Service Efficiency with Automation

Define and automate processes to allow financial advisors to request specific services on behalf of their customers. Allow for automated service scheduling to get notified when certain services should be started and delivered. Create workflows to help manage the process and include appropriate resources.

Insight-Driven Servicing Prioritization

Create a process for allocating tasks to appropriate resources based on skills and availability, including considerations for current and potential customer lifetime value. Track processes and activity status. Ensure that people are alerted appropriately throughout the process to achieve the defined service levels.

Proven Success with Salesforce for Wealth Management

hightower white logo

Hightower provides a community of wealth management advisors with resources (i.e., technology and back office processes) to help accelerate growth and better serve their clients. As such, Hightower needed to provide better client attrition risk visibility to their advisors.

Atrium helped Hightower execute data feasibility and exploration to identify signals in their data to predict client attrition risk.

Hightower was unsure if they had enough data or if their data was clean enough to support a prediction. Atrium examined static measures such as wealth, age, tenure, advisor group; dynamic measures such as number of accounts, total investments, email read rates, subscription activity; and actionable measures such as tasks/events/meetings and marketing engagement, essentially pulling together all critical data from their CRM platform.

Demo: Predictive Insights for Wealth Managers in Tableau

Wealth Asset Management Demo Reduce at Risk Assets with Predictive Insights in Tableau

Get a firsthand look at our business science embedded predictive dashboard built in Tableau for helping wealth managers better achieve client goals and foster lasting customer relationships.

Our Partners Focused on Wealth Management​

Salesforce logo

Salesforce Financial Services Cloud provides real-time access to necessary client data, perceptibility into unique customer journeys, and meaningful insights at every stage of a client's lifecycle.​​

Tableau logo

As Salesforce platform consulting and technical experts, we combine CRM strategy, data science, and extensive Tableau implementation expertise to drive results on the Tableau platform for wealth and asset management.

Mulesoft logo

It’s a clear goal: Know your wealth management clients and serve them better with a 360 view and experience within Salesforce — with time-saving efficiencies provided by MuleSoft, the #1 integration and API platform.​

Do More Than Just Manage With Salesforce

Through Elevate, our Salesforce managed services offering, we help companies like yours get more value out of the Salesforce platform and related technologies.
How Can Elevate Help My Organization?
  • Ongoing assistance to monitor and evaluate the effectiveness of your solution.
  • Fine-tuned solutions to accommodate changes to your business and data.
  • Enhancement and expansion of your solution with additional capabilities.
  • Access to specialized skill sets, such as Tableau, CRM Analytics, Salesforce, business analysis, data science, and more.

Ready To Talk?

Let us help you get started with Salesforce for wealth management.