AI in Wealth Management: Separating Hype from Reality
The wealth management world is a whirlwind of change. Client expectations are soaring, digital innovation is accelerating, and regulations are becoming increasingly complex. In the midst of this maelstrom, generative AI is touted as the next big thing, a revolutionary force poised to reshape the industry. With all the buzzwords and hype, it’s easy to […]
4 Reasons to Integrate Your Wealth Team into Your CRM
Should you have a separate Salesforce org for wealth management or should you integrate it into your financial institution’s overall Salesforce org? It’s a question many financial institutions find themselves asking. One thing is certain though: every financial institution requires a CRM, and Salesforce Financial Services Cloud stands out as the best choice. Designed specifically […]
7 Ways Salesforce DPA Streamlines Wealth Management
Wealth management professionals constantly battle against the clock to complete a multitude of tasks with laser-like accuracy, all while providing their clients exceptional service. With the rise of robo-advisors and the upcoming 50+ trillion dollar transfer of assets to a new generation, it’s crucial in this industry to make things as efficient and client-centric as […]