Salesforce

Tech titans Envestnet and Salesforce said they are partnering to offer a broader, more streamlined platform for advisors.

Many wealth managers are spending hundreds of thousands of dollars on AI vendors to create better efficiencies. But measuring results with new tech is a challenge.

The CRM giant is rolling out an analytics platform designed specifically for wealth advisors to help them track client behavior.

It is not uncommon for asset managers to view these three functions as separate and distinct units with entirely different missions and goals.

The customer relationship management platform will now pull all accessible client information into a single dashboard.

The firm will move over to Salesforce’s CRM tool starting next year as part of an effort to boost efficiency with new technology.

Don’t let this opportunity slip away, says Ilan Davidovici from Salesforce.

From AI to ROI - Using artificial intelligence to grow client relationships

CEO Josh Pace credits the smaller custodian’s agreement to be sold to E-Trade for the move.