Wealth and Asset Management
Build relationships with purpose.
Build relationships with purpose.
Accessible and easy-to-use digital offerings that give clients a holistic view of their finances have become table stakes to keep and grow client relationships. Investors today are increasingly savvy and expect their advisors to drive deeper conversations about a wide variety of aspirations and goals that include leisure, estate planning, and long-term care. Meeting client expectations and adhering to increasing regulatory requirements that mandate recommendations are in a client’s best interests is no small task. Advisors must be able to track these conversations and goals easily in a system that can surface actions in both face-to-face and self-service interactions.Fred Cadena Vice President, Financial Services Strategy
Client data is often spread across multiple systems, which makes it difficult to update, manage, and access up to date information. Firms can remove barriers and build the authentic relationships their clients crave by demolishing data silos and delivering personalized experiences in their client’s preferred channels at scale. We can help bring data from various custodial systems together in Financial Services Cloud to give advisors the insights they need to increase AUM from existing clients, expand centers of influence (COIs), and build a pipeline of new opportunities.
Using the power of Salesforce Financial Services Cloud, Wealth and Asset Management firms can provide advisors with more visibility into household opportunities and get a holistic view of managed and held-away assets. Our offerings ensure that each of your advisors and relationship managers have a 360° view of their client profile and portfolio data so they can build stronger relationships and make more tailored recommendations to meet their clients’ goals. Our solutions in Retail Asset Management help optimise your distribution by giving wholesalers a complete view of their branch and advisor network to uncover new opportunities.
When integrated with your core portfolio management and financial planning applications, our solutions empower your advisors and equip your management team with critical business insights.
Empower your advisors to deliver a proactive experience based on personal and contextual knowledge of the client.
Drive business process efficiency and KYC compliance through real-time collaboration, automated workflow, and the elimination of tedious manual processes.
Track your clients’ households as they grow and change to provide clear, consolidated visibility into a single, organized data source.
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. Silverline’s accelerators for Financial Services Cloud extend the value of the app to create a single pane of glass to give your advisors:
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. An outdated website with limited content management capabilities made it hard to foster a dynamic external marketing presence for B2C and B2B customers — who are highly engaged on social channels. Stonebriar had no way to perform B2B retargeting to capture attention, measure engagement, or evangelize success.Read More
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 and track advisor reach. Increase collaboration and communication with a full view of your current relationships and prospect interactions.
Track complex dealer, branch, and representative relationships.
Rollup sales summary information, track literature requests, and manage effective conference and educational events.
Powerful automation tools enable Wholesalers to ensure all requests are fulfilled without time-consuming administrative tasks
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