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Wealth & Asset Management Dashboards

See Salesforce CRM Analytics in action with these interactive dashboards.

Demo VideosSpecialized wealth & asset management dashboards empower financial advisors with precision and personalization.

Scroll through these three videos of game-changing solutions designed to improve your client management, engagement, and acquisition.

My Clients Dashboard

Provide advisors with insights on client engagement, demographics, and goal tracking for informed decision-making.

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Client Acquisition Dashboard

Focus on lead and referral management and offer key insights for revenue generation and robust client relationships.

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Client Interactions Dashboard

Prioritize tasks through engagement tracking and activity history to improve team efficiency.

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The latest from our wealth & asset management team

Wealth

What to Consider When Customizing Salesforce Activity Components

Logging interactions and activities with customers and prospects is one of the key concerns we see from financial institutions. They want to know each touchpoint on the customer’s journey and ensure that the appropriate...
Capital Markets

The Impact of AI in Capital Markets and Asset Management

Everywhere you turn these days, AI and machine learning are top of mind for firms looking to leverage technology to get ahead. While many industries are taking great strides to profit from the AI buzz by applying these...
Wealth

Should You Enforce Financial Services Cloud Households?

Salesforce Financial Services Cloud provides functionalities to create groups of relationships so that you have the flexibility to organize your customers in ways that are meaningful to you. In the householding model, a...
Wealth

How to Automate the Wealth Management Questionnaire for Prospects

According to the Salesforce Connected Financial Services Report, over a third of customers switched their wealth managers in the last year, with the top reason for switching being a desire for a better digital experience....
Wealth

How to Help Customers Navigate the Great Wealth Transfer

Every family has a different approach when it comes to talking about money. Sometimes it comes up in conversation at every family gathering. Others know it will lead to arguments over the Thanksgiving turkey and avoid the topic...
Financial Services

How Plaid Helps Customers Securely Connect Financial Accounts

According to Plaid’s third annual Fintech Effect report, consumers rank convenience (54%) and security (38%) as the top factors impacting their decision to adopt a new fintech app. Consumers feel more secure when a...
Wealth

Enhance Wealth Management Client Services with Service Cloud

Wealth management requires high-touch white glove service to keep investors, their families, and their corporate interests in mind. As wealth management firms invest in technology-enabled solutions to help grow and scale their...

Businessman working with laptop computer at his desk in office
Wealth

4 Ways Wealth Advisors Can Capitalize on Graduation Season

One of the most traditional graduation gifts is money. And students will need it, considering that over the last 20 years, the average tuition at private schools has increased by nearly 150% and is expected to continue to...
Asset Management

How Digital Process Automation is Driving Asset Management Success

The financial services industry has experienced some severe market volatility in the past few years, and this unpredictability and instability has severely disrupted all aspects of asset management, from private equity and...
Financial Services

Financial Services at Dreamforce: Dynamic Solutions to Enhance Efficiency

The de-stressing puppy station – that’s what some attendees might remember the most from this year’s Dreamforce conference.  The puppies were there to help with relaxation and mindfulness during a hectic few days at the event....