Wealth management
Salesforce for wealth management firms
Financial Services Cloud built around the household: every account, activity and relationship in one view, with your old CRM brought across. We have delivered it for Cartier Wealth and four more wealth management firms.
- Financial Services Cloud
- Five wealth firms
- CRM migrations
The problem
A wealth management firm runs on relationships, and a relationship is a household: spouses, children, trusts, the accounts they hold and every conversation about them. Out of the box, Salesforce shows one record at a time, so preparing for a client meeting means opening record after record, and portfolio data sits in a separate system.
Financial Services Cloud fixes the model when it is set up for how advisors actually work: households that roll up correctly, activity you can see across the whole family, and client data brought across cleanly from the system you use today. That is what we build.
What you get
your-fsc-org/
- households/Households on Person Accounts, with relationship roles and a primary member
- financial-accounts/Financial accounts and balances, with household rollups that stay correct
- activity/One timeline across the household, with tasks and events logged against the right records
- migration/Your data brought across from another CRM or Salesforce org
- SOLUTION.mdHow it is built, and how to extend it
+ recorded training and post go-live hypercare
Fixed scope
Start with the Financial Services Cloud Launch
Households, financial accounts and client activity in one place, built for a wealth management firm.
Financial Services Cloud Launch
6 to 8 weeks
- Households on Person Accounts, with relationship roles and a primary member
- Financial accounts and balances, with household rollups that stay correct
- One activity timeline across the household
- Data migration from your current CRM, recorded training and two weeks of hypercare
How it works
Discovery call (free, 30 min)
How your advisors work, where client data lives today, and what a household means at your firm.
Written scope and quote
The household model, data sources and migration listed, with a quote and a go-live date.
Build and migrate
Built in a sandbox, with your data migrated and checked before cutover.
Launch and support
Go-live with training and hypercare, then managed services if you want ongoing help.
Proof
Certifications and field notes
Cartier Wealth, named with its permission, and four more wealth management firms we delivered for through a Salesforce consulting partner. Plus the certifications and field notes behind the work.
A national wealth management firm
A Salesforce org migration.
A wealth management firm
A custom activity timeline, plus a modal to create tasks and events, relate them to accounts, opportunities and cases, and add internal participants and external contacts from across the account hierarchy.
A registered investment adviser
A move from Microsoft Dynamics to Salesforce, built on Financial Services Cloud.
A wealth advisory firm
A Financial Services Cloud start-up, then full support.
Case study · Cartier Wealth
One activity timeline for the whole family →
Data Architect
Sharing and Visibility Architect
Platform Developer II
FAQ
Do you work with Orion?
Yes. We have integrated Orion with Financial Services Cloud. It is not part of the Financial Services Cloud Launch: if your firm uses Orion, the integration is quoted as a paid add-on.
Can you move us off another CRM?
Yes. We have moved a registered investment adviser from Microsoft Dynamics to Financial Services Cloud and migrated a national firm’s Salesforce org. The migration is planned field by field, and your team checks the data before cutover.
What does the Financial Services Cloud Launch include?
Households on Person Accounts with relationship roles, financial accounts and balances with household rollups, one activity timeline across the household, and data migration with training and two weeks of hypercare. It typically takes 6 to 8 weeks.
Do we need Financial Services Cloud, or will Sales Cloud do?
For most wealth firms, Financial Services Cloud earns its cost: households, financial accounts and relationship roles come built in instead of being rebuilt as custom objects. On the call we will tell you if your firm is the exception.
Can you support us after go-live?
Yes. For one firm we did the Financial Services Cloud start-up and then full support, and managed services give you a monthly block of senior hours.
Running a wealth firm on Salesforce?
Thirty minutes with the architect who would do the work. You leave with a recommended next step.
Book a free 30-min scoping call