Next-Gen Wealth Management: Enabling Omnichannel Advisory with Salesforce

Wealth management is at a turning point. Investor expectations, regulatory pressures, and digital transformation mandates are converging to reshape how advisory teams operate. Clients today expect real-time information, proactive insights, and seamless engagement across every channel — whether speaking with a relationship manager, viewing their portfolio online, or responding to a WhatsApp message.

However, many wealth firms are still held back by legacy systems, fragmented data, manual processes, and siloed communication. These limitations not only affect client satisfaction but also reduce advisor productivity and increase compliance risks.

Salesforce, particularly Financial Services Cloud (FSC), provides wealth management businesses with the digital backbone for delivering personalized, compliant, and omnichannel advisory at scale. And with Aekot’s Salesforce implementation strategy — backed by deep BFSI experience — firms gain a unified, scalable, and regulator-ready platform for managing the entire advisory lifecycle.

This blog explores how Salesforce transforms omnichannel advisory for wealth firms and how Aekot helps organizations get there.

Unifying Client 360 for Better Advisory

The Problem — Fragmented Data Reduces Advisory Quality

Many wealth advisors rely on scattered notes, outdated systems, spreadsheets, and manual follow-ups. Without unified visibility, advisory becomes reactive rather than proactive.

The Salesforce Solution

Salesforce FSC consolidates:

  • Household structures & relationship groups
  • Client goals, life events & risk profiles
  • Asset allocations & product holdings
  • Compliance status & documentation
  • Engagement across email, WhatsApp, calls, and portal activity

Key Features:

  • Actionable Client 360 dashboards
  • Real-time household relationship mapping
  • Goal-based advisory tools
  • Integrated document management

Tips for Implementation:

  • Standardize household structures early
  • Create advisor-ready meeting dashboards
  • Link every channel (email, SMS, WhatsApp) to the CRM

This improves advisor productivity and strengthens client trust.

Orchestrating Omnichannel Engagement

The Problem — Channels Don’t Talk to Each Other

Clients interact on multiple channels. RMs often lose context when conversations move from email to text to calls.

The Salesforce Solution

Salesforce creates continuity across:

  • Email-to-case
  • WhatsApp integrations
  • SMS and mobile apps
  • Branch + call center + RM workflows
  • Client portal for portfolio visibility

Key Features:

  • Unified inbox for advisors
  • Case routing and escalation
  • Mobile-first advisor experiences

Tips to Maximize Value:

  • Use Salesforce mobile for travelling RMs
  • Implement WhatsApp templates for common advisory queries
  • Create automated follow-up journeys for investor segments

Enhancing Advisory with AI and Automation

The Problem — Manual Work Slows Down Advisors

RMs spend too much time preparing for meetings, gathering context, and writing follow-up notes.

The Salesforce Solution

AI and automation reduce effort and improve quality:

  • Predictive churn indicators
  • Investment suitability recommendations
  • Automated meeting prep summaries
  • Task triggers for follow-ups
  • Portfolio alerts and insights

Features to Leverage:

  • Einstein Next Best Action
  • Agentforce Copilot
  • Automated workflows
  • CRM Analytics for wealth dashboards

Tips:

  • Configure predictive scoring for high-value clients
  • Use AI summarization for RM productivity
  • Automate compliance-sensitive workflows

Ensuring Compliance Without Hindering Client Experience

The Problem — Compliance Is Manual and Risky

KYC, suitability, and documentation processes often slow down advisory and create room for error.

The Salesforce Solution

Salesforce embeds compliance into every step:

  • Automated KYC refresh cycles
  • Documentation tracking and alerts
  • Suitability rule enforcement
  • Secure communication logs
  • Complete audit trails

Tips:

  • Build dynamic checklists for RMs
  • Integrate DocuSign for paperless onboarding
  • Use FSC’s suitability features to reduce risk

Conclusion

Omnichannel advisory is no longer a differentiator — it’s the new standard. Wealth management firms that modernize now will create deeper client relationships, ensure regulatory readiness, and operate with greater efficiency.

Salesforce Financial Services Cloud, combined with Aekot’s expertise as a CRM consulting company in India/UAE/US, provides the ideal foundation to build a scalable, compliant, and client-centric advisory platform.

To modernize your wealth advisory experience, contact Aekot today.

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