Salesforce for wealth management
Advisory work depends on connection
Wealth management is built on trust, personal insight, and consistent engagement. Salesforce Financial Services Cloud gives advisors a complete view of client goals and financial activity. Sikich turns that platform into an advisor-first experience that feels natural, intuitive, and client-centered.
To learn more about how Sikich serves the wealth management industry, watch our Salesforce for Wealth Management Demo.
Empower advisors with clarity
Client and household data, financial plans, historical interactions, service activities, and next steps come together in a single workspace. Advisors gain a deeper understanding of each client’s priorities, while firm leadership gains visibility into pipeline health, advisor performance, and client engagement.
Built for firms of all sizes
Whether your organization is a boutique advisory group or a multi-office wealth management firm, we design workflows that scale. Your team gains structure that supports meaningful client conversations rather than additional administrative work.
Connect to your broader financial offering
If your firm also manages investor relationships or deal operations, explore Salesforce for Private Equity & Investment Banking.
If your advisory team works in partnership with commercial or retail banking groups, see Salesforce for Banking.
