Unified Salesforce & AI agents for a global wealth manager
Consolidated five disconnected systems into one intelligent workspace, automating client onboarding and surfacing next-best actions in real time.
advisor productivity
onboarding time
systems consolidated
platform uptime
Challenge
Advisors were logging into five separate systems to assemble a single client view, and every onboarding required manual data entry across all of them—slowing new account opening at exactly the moment clients expected white-glove speed.
Approach
Consolidated custodial, planning, and CRM data into one governed Salesforce Financial Services Cloud instance.
Deployed AI agents to pre-fill onboarding paperwork from verified client data.
Surfaced next-best-action recommendations directly inside the advisor's existing workspace.
Results
Advisors now open accounts in under a day instead of over a week.
Next-best-action recommendations lifted proactive outreach without adding headcount.
Compliance retained full audit visibility across every automated step.
“We didn't just get a faster system—we got one our advisors actually trust enough to work inside all day.”
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