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

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

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.