Wealth Management Engagement Platform for Asset and Wealth Managers using Salesforce Experience Cloud

Five Ways Wealth Managers Can Leverage Salesforce Experience Cloud for Wealth Management

1. Customer engagement portal

The Salesforce Experience Cloud helps create a vibrant community for your customers. With Salesforce Experience Cloud portals, your clients are encouraged to stay active and incentivized to participate. They can be assigned scores based on their activities, such as completing educational modules, participating in forum discussions, or sharing their investment goals with the advisor.

Clients can access real-time information, receive personalized advice, and securely communicate with their advisors, all in one place. With these portals, you can achieve the following:

• Empower clients with 24/7 access to their portfolio performance.
• Send targeted investment recommendations and market updates.
• Foster financial literacy with interactive resources.
• Create a forum for clients to discuss strategies, ask questions, and share insights. These portals also allow customers to submit documents, review paperwork, and sign documents.

2. Advanced analytics and reporting

The Lightning dashboard gives wealth and asset managers a complete overview of how clients engage with the community and tracks key metrics such as user adoption, topics discussed, and popular groups. These metrics will help you adjust your communication to cater to clients’ needs and interests.

These real-time insights are invaluable for wealth and asset managers. They allow you to:

• Tailor communication strategies, educational resources, and investment recommendations based on client activity and interests.
• Identify trending topics, look for potential concerns or issues, and take proactive measures to address them before they escalate.
• Ensure that relevant and engaging content is shared on the platform, pique the client’s interest, and motivate them to participate actively.
• Understanding your client’s interactions can boost customer satisfaction and strengthen client relationships.

“By unlocking real-time client insights, wealth managers can make data-driven decisions, personalize the client experience, and ultimately build stronger, more trusting relationships. This translates to increased client satisfaction, improved engagement, and ultimately, sustainable growth for the wealth management firm.”

—Parul Nagpal, Global Client Partner, LevelShift

3. Seamless Integration with Financial Tools

Salesforce Experience Cloud integrates easily with third-party systems and platforms. This allows customers to access complete and up-to-date information through a single portal.

It ensures smooth data flow between key systems like portfolio management tools and CRM platforms, improving visibility and context.

By reducing manual data entry, it creates a single source of truth for client information. This gives advisors a complete view of each client’s financial profile, helping them offer more personalized recommendations.

Automation also supports tasks like:

• Fund approvals
• Account updates
• Report generation

This frees up time for advisors to focus on building stronger client relationships and delivering better service.

4. Branded Mobile Apps for Better Collaboration and Engagement

Salesforce Mobile Publisher allows you to create a custom-branded mobile app. The mobile app provides a native app experience for iOS and Android devices, which is more convenient and user-friendly for clients to access their financial information on the go. It also provides a streamlined and user-friendly experience compared to a web browser on a mobile device.

Clients can easily communicate with their advisor directly through the app for a more responsive and personalized relationship. The ability to infuse your brand style guide in the app helps reinforce your brand image.

5. Empower Your Customers with Self-help

Knowledge base

Empower your clients to find answers to their questions independently by giving them access to FAQs, articles, and other resources. This helps boost customer engagement and satisfaction as they can reduce the hassle of writing emails to your support desk.

Case escalation

The Salesforce Experience Cloud allows customers to create cases in the community. These cases also escalate based on specific keywords or when they go unanswered. Customers can post their queries in the community, and their peers or experts can answer them.

Building Stronger Client Relationships with the Right Platform

Clients today crave a more interactive and engaging experience. A Wealth Management Engagement Platform helps foster deeper client relationships by providing real-time access to information, personalized recommendations, and streamlined communication with advisors.

LevelShift is a trusted Salesforce partner that specializes in Salesforce Experience Cloud services. Our team of experienced consultants has a deep understanding of the wealth management industry and the unique challenges you face.  We offer a comprehensive suite of services to help you:

• Design and develop a customized wealth management engagement platform tailored to your needs.
• Integrate your existing wealth management systems with Salesforce Experience Cloud.
• Migrate your client data to the new platform.
• Provide ongoing support and maintenance to ensure you continue to meet your evolving needs.

Partner with LevelShift and unlock the full potential of Salesforce Experience Cloud. Contact us today to build a future-proof wealth management experience.