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
Watch AssetJunction in action
PRICES ARE IN USD, BILLED ANNUALLY
- 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
- 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
Please Contact Sales for our Onboarding Service Packages.
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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.