Financial Services Cloud for Wealth Management

How the Salesforce Financial Services Cloud is Simplifying
the Wealth Management Industry

The Salesforce Financial Services Cloud is improving the wealth management industry by streamlining processes, expanding communication and giving you unmatched access into client profiles so you can work hard to protect and grow your clients’ finances.

Real-time task and referral tracking features with Salesforce for Financial Services

When you first open your Salesforce app, you will have instant access to your Activity Dashboard – a place that allows you to review your upcoming tasks, monitor client referral progress and communicate with your teammates about projects. Our Salesforce Financial Services Cloud will automatically generate a list of tasks for you based on the client and referral projects you have coming down your pipeline. You can then allocate these tasks to different teammates, as well as share files and communicate about each client, all within our secure platform.

Because you can access your financial services dashboard from anywhere, you can constantly stay up to date with the growth of your business.

Client profiles allow you to guide your clients through life-changing events

One of the main reasons why people turn to you as a financial advisor is because they need assistance preparing for their financial future. They need to you take the wheel and guide them around the potholes in life that could wreck their financial goals. In order for you to do that, you need access into their client profiles and reminders about upcoming events that could alter their financial course. With the Salesforce Financial Services Cloud, you can not only view client profiles and family information, but you can also set notices about upcoming events, such as:

  • Retirement
  • Birthdays
  • New births

This important information will change the direction of their wealth management plan. By staying ahead of the game, your clients will trust you with their full financial portfolio, earning you more business and protecting your clients’ investments.

Industry-compliant financial services software

The Salesforce Financial Services Cloud is industry compliant, falling in line with the new DoL fiduciary rules. Our Salesforce architects at EMS Consulting can customize the financial cloud software to meet your company’s specific needs so you start streamlining your processes and maximizing your profits. We are trusted partners with Salesforce and have a team of Salesforce-certified developers to help you find the right solution for you. Contact us today to find out more about Salesforce for Financial Services.

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Contact us for more information
about Salesforce Financial Services

Address 7650 W. Courtney Campbell Causeway, Suite 1125,
Tampa, Fl 33607


Phone (813) 287-2486

Fax (813) 286-9564