In|Vest 2018: Innovations & Digital Transformations in Wealth
In|Vest 2018: Innovations & Digital Transformations in Wealth

Boomers are the new Millennials. 401ks are hot. All the major market leaders are looking for the perfect robo + advisor strategy. No one’s actually executed it.. AI is more than a buzzword, but not yet worthy of the hype. Customer acquisition and engagement are on everyone’s mind. Competing technology models are forcing firms to choose a path—soup-to-nuts solution, or a la carte ordering? Partnerships. Blockchain. Chatbots. Beyond TDFs. Innovation, innovation, innovation.

The wealth management industry is at a crossroads, as industry leaders embrace digital transformation. But embracing and rolling out across customer segments are proving to be two very different challenges.

Now in its fourth year, In|Vest 2018 will bring together the entire wealth management industry – those that serve retail customers, HNW, UHNW, digital advisors, insurance, asset managers, investors, all manners of solution providers, and consultants to debate and uncover the solutions that are working today, and on the horizon.

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    The In|Vest 2018 program is designed to keep you ahead of an ever-changing industry and position you for success during the digital transformation of wealth management. Year after year, the event is an unqualified success, attracting nearly 1,000 executives from the U.S. and abroad. Download the brochure today to learn more.

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The world's #1 CRM reimagined for financial services



Company Website:

Questions for Salesforce

Product Name

Financial Services Cloud

What Does It Do?

Financial Services Cloud is the world's #1 CRM reimagined for wealth management. We designed Financial Services Cloud in collaboration with leading wealth management firms and continue to deliver wealth management innovation three releases per year. The result is a high-touch relationship management platform that makes it easy to capture a 360-degree view of each and every client. Advisors can now personalize client relationships at scale, and deliver intelligent advice that aligns with the needs of every client and household. Because Financial Services Cloud is built on the Salesforce platform, firms of any size can customize client and household views, leverage powerful analytics tools, and map complex client relationships fast — helping them deepen and grow their book of business.

What makes your company or product great?

Unlike our peers, Salesforce is at the forefront of reinventing Financial Services from transactional, impersonal and reactive client conversations to personalized, proactive engagements delivered throughout a client's financial life journey. The Financial Services Cloud data model comes with out-of-the-box industry standard objects built directly on the Salesforce platform that model financial accounts, assets, liabilities, and financial life goals for individual clients and entire households — saving firms time and money on customizations. The flexibility of the Salesforce platform also allows firms to surface relevant client data from leading financial services technology partners extending across financial planning tools, data aggregation services, compliance solutions and more. Our focus on fast, continuous wealth management innovation is key. We have a dedicated Financial Services Cloud product team that is driving innovation with three releases a year. This empowers our customers to accelerate their business growth and maintain their competitive edge by taking advantage of new product features and enhancements that are up to date with industry requirements.

What key challenge does it solve?

Based on the Salesforce Connected Investor Report where we surveyed over 2000 investors, we know that only 18% of clients end up using the same financial advisor as their parents. Advisors are missing out on a massive opportunity to deepen and grow their book of business based on these existing client relationships. Financial Services Cloud solves this challenge by providing advisors with a single view of the client and household so they can focus on what they do best - growing client relaitonships. Advisors no longer have to waste time gathering client data across multiple data sources. Instead, they can take action at the point of insight to deliver personalized advice at scale. With rich client and household profiles as well as a robust relationship map, it's easy for advisors to track client relationships, goals, accounts and more so they can lock in clients from one generation to the next. Plus, because Financial Services Cloud is integrated with leading wealth managment partners via the Salesforce AppExchange, customers won't have to face the common integration challenges they might face with competitors. With Financial Services Cloud, it's easy to create that single pane of glass for each and every client.

Best success story?

Trilogy Financial reached 147% ROI with Financial Services Cloud in just one year with close to a million dollars in average annual benefits. As the company positioned for its next level of growth, it recognized the need for a solution that could be easily adopted by independent advisors. Without Financial Services Cloud, Trilogy’s costs would have included 2x the investment in integration and consulting services to deliver the same capabilities available standard in Financial Services Cloud.

Key Executives:

Marc Benioff, Founder & CEO

Key Customers/Clients:

Citi, Morgan Stanley, Transamerica Financial Network, Toronto Dominion, USAA, Jefferies, Deutche Bank, Trilogy Financial, Keybank, Perigon Wealth Management, Portfolio Solutions, Veterans First Mortgage, Wealth Enhancement Group