AssetJunction

AssetJunction is an app designed for Salesforce CRM that loads, transforms, processes and aggregates financial transactions data in Salesforce. It enables Asset Managers and Funds to develop an Advisor-360 snapshot leveraging data integration and helps leverage Salesforce technologies to personalize nurturing campaigns, generate marketing insights and predictions through AI-driven analytics

AssetJunction

Unlocking Salesforce CRM's power for Asset Managers

AssetJunction

Unlocking Salesforce CRM's power for Asset Managers

AssetJunction is an app designed for Salesforce CRM that loads, transforms, processes and aggregates financial transactions data in Salesforce. It enables Asset Managers and Funds to develop an Advisor-360 snapshot leveraging data integration and helps leverage Salesforce technologies to personalize nurturing campaigns, generate marketing insights and predictions through AI-driven analytics

CRM Structure optimized for Asset Managers

  • Visualize relationship hierarchies at multiple levels (Advisors, Team, Branch, Dealer)
  • Track multiple Advisor Codes / Dealer Codes accurately in the CRM

Advisor-360 Snapshot powered by integrated Financial Data

  • AUM / Transactions imported from multiple data sources into Salesforce, aggregated at all levels (Advisor, Branch, Dealer)
  • Automatically detect and create New Advisors from imported data.
  • Plan Branch visits with real-time visibility into Advisors engagement based on trades and holdings trends.

Enable Engagement Insights to help prioritize Advisor Outreach

  • Score Advisors based on interactions with digital collateral to personalize communication.
  • Prioritize outreach to most engaged advisors based on marketing insights.

Architecture / Features

Automated Data Import

Data from multiple sources is seamlessly imported and processed in Salesforce by intelligent code

Financial Data Aggregations

Aggregated snapshots are automatically updated for transactions / AUM at Advisor, Branch and Dealer level

Optimized CRM Database Structure

Industry-relevant customizations and database design optimizations to make Salesforce adoption easier for Funds / Asset Managers

Relationship Hierarchy Visualization

Optimized CRM structure allows visualizing relationships, linking Advisors to Teams, Branches and Dealers.

Enabling CRM Data Quality

New / unknown Advisors / Advisor Codes absent from the database are automatically detected in the dataset and new records are created and flagged for data quality admin’s intervention

Personalized Advisor Engagement at Scale

Leverage Salesforce Pardot for personalized nurturing of Advisors based on their responses, digital body language and engagement with marketing content, gaining actionable insights from every digital interaction.

Analytics-driven Visit Planning

Real-time analytic snapshots for Advisors / Branches provide instant visibility into most / least engaged Advisors based on trades trends / engagement history

Accelerating Salesforce CRM Adoption

Leverage the breadth of Salesforce’s platform by adopting Salesforce-powered Investor Portals, automated statements generation and AI / ML-driven predictive insights into Advisors’ propensity to engage

Watch AssetJunction in action

Subscription Plans

PRICES ARE IN USD, BILLED ANNUALLY

Recommended

Growth$695 /month

  • Industry-relevant pre-built Data Structure included
  • Data Model designed for the Salesforce Financial Services Cloud
  • Upto 3 Data Sources (CSV files) configured for ongoing import
  • Upto 5,000 rows of data per data source
CONTACT SALES

PlusCustomized Pricing

  • All Growth Plan features included
  • For more than 3 data sources or more than 5,000 records per source, please contact our Sales team to discuss customized processing limits and pricing
CONTACT SALES

Please Contact Sales for our Onboarding Service Packages.

START A CONVERSATION

Whether you are new to Salesforce and contemplating your technology roadmap, or a current Salesforce customer looking to get more mileage out of your existing investment, our 50+ years of experience with Salesforce's platform can help identify and mitigate risks to a successful implementation and accelerate adoption for your team.

What does your business want to achieve with Salesforce ?

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