Salesforce for Wealth & Asset Management
Leverage technology to differentiate your firm with an enhanced customer experience and meaningful client relationships.
Client data spread across systems makes personalization and relationship-building difficult.
We help wealth and asset management firms unify data in Salesforce Financial Services Cloud, giving advisors a 360° view of client profiles and portfolios. With deeper insights into household opportunities and held-away assets, advisors can grow AUM, strengthen COIs, and uncover new opportunities across retail asset management and distribution networks.
Salesforce Benefits for Wealth & Asset Management
When integrated with your core portfolio management and financial planning applications, our investment management solutions empower your advisors and equip your management team with critical business insights.
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Enhance Relationship Building
Empower your advisors to deliver a proactive experience based on personal and contextual knowledge of the client.
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Streamline the Client Onboarding Process
Drive business process efficiency and KYC compliance through real-time collaboration, automated workflow, and the elimination of tedious manual processes.
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Retain Clients and Grow Relationships
Track your clients’ households as they grow and change to provide clear, consolidated visibility into a single, organized data source.
Salesforce Wealth & Asset Management Solutions
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Salesforce Financial Services Cloud
Financial Services Cloud provides the foundational tools your advisors can use to stay connected with clients, nurture relationships, and get robust insight to data from your other core systems. Mphasis Silverline’s accelerators for Financial Services Cloud extend the value of the app to create a single pane of glass — giving your advisors greater insight into financial accounts along with robust workflow and marketing automation tools to maximize time spent helping clients achieve their goals.
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Marketing Cloud
Marketing Cloud helps financial institutions grow by automating marketing processes and delivering personalized experiences across channels. But how do you keep up with advancements in technology and make sure you’re getting the most value out of your marketing efforts? It takes a combination of teamwork and technical knowledge to be able to deliver on this, and Mphasis Silverline’s marketing automation practice can help.
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Agentforce
Agentforce is Salesforce’s groundbreaking low-code platform for building, customizing, and deploying autonomous AI Agents to support employees and customers. Our expertise in advanced analytics and automation gives you the foundation you need for a smooth Agentforce process, harmonizing your data across systems to drive personalized engagement.
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Retail Asset Management Distribution
Your wholesalers need tools to effectively position your products and increase outreach. Empower them with streamlined business processes and make it easier to manage activities and track advisor reach. Increase collaboration and communication with a full view of your current relationships and prospect interactions.
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Managed Services
Many Salesforce customers and consultants focus all of their energy on the initial configuration of the platform but haven’t considered their long-term strategies for continued success. Most of the hard work begins after go-live and as things change, the work never ends. At Mphasis Silverline, we have years of experience helping our clients thrive after implementation. Learn more about how we can help drive ongoing success for your Salesforce Org.
Stonebriar fuels growth by implementing a robust CRM
Stonebriar had limited executive insight into their pipeline as well as the new lead qualification and loan origination opportunities for five major business platforms (General Equipment, Rail Leasing, Aviation, Sponsor Finance & Real Estate). Their processes were highly manual, requiring keying new opportunities into disparate systems for loans, leases, and post-book servicing.
Silverline customized Sales Cloud to fit Stonebriar needs — enriching opportunities with external data sources to calculate risk and portfolio exposure, track staffing requirements, build approvals for required credit, asset and funding tasks, and track underwriting progress.
Read the success story
Optimizing real estate operations with Salesforce
Mphasis Silverline has extensive experience in the real estate industry, working with commercial and residential REITs and real estate firms to leverage the power of Salesforce to create a central hub for all their property information.
Our solutions streamline the property management and lease management lifecycle so you can easily oversee your fundraising and property acquisition process, capture key metrics and financials for all units, and optimize the lease process to ensure efficient renewals.
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