Featured White Papers from Salesforce

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Salesforce Financial Services Cloud is focused on wealth management systems based on powerful Salesforce CRM that allows advisors to connect with clients in a whole new way.

Financial Services Cloud ushers in a new era of wealth management software, with advisors collaborating with clients from any device. Advisors can build 1-to-1 relationships with clients for key investment decisions based on goals and life events. So investors can manage their wealth more intelligently, and meet their financial goals.

Take a look inside the minds of modern investors.

July 12, 2016

We asked over 7,900 investors to share their thoughts on money management and financial advisors. Their answers may surprise you. -Discover the top reasons clients leave their current financial advisor. -See how referrals influence one’s decision when selecting a new advisor. -Find out if your advising services are meeting the expectations of today’s investors.

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Six Ways to Grow AUM with Financial Services Cloud

July 08, 2016

Looking for ways to grow your AUM? Financial Services Cloud offers six distinctive strategies you can implement immediately. Get started with this April Rudin white paper.

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How to Exceed Client Expectations in Wealth Management

June 15, 2016

Over the next five years, some $2 trillion in wealth will change hands between generations. How can financial advisors use technology to build relationships with heirs, and retain them as clients?

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For more information on submitting your thought leader White Paper contact: [email protected] or (781) 376-0050