Unlocking Investment Management Excellence
This interactive report synthesizes how the Salesforce platform, powered by AI and purpose-built for finance, can empower Ninety One to enhance client relationships, drive operational agility, and achieve sustained growth. The following sections explore the key benefits and capabilities that are most relevant to your deal room and strategic objectives.
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The Four Pillars of Value
Salesforce delivers value across four key areas crucial for modern investment management. Click on each pillar to explore how the platform addresses specific challenges and creates opportunities for your firm. This structure helps break down the comprehensive benefits into focused, manageable themes.
Foster Deeper, More Personalized Client Relationships
Achieve a true 360-degree view of every client and household. By unifying data, you can move beyond simple relationship tracking to deliver proactive, personalized advice that anticipates client needs and builds lasting trust—essential for both retaining assets and succeeding in deal-making.
- Unified Client & Household View: Consolidate all client data—investments, goals, communications, and complex relationships—into a single, actionable view with the Financial Services Cloud (FSC) data model and Actionable Relationship Center (ARC).
- Personalized Engagement: Use "Life Events" and "Interest Tags" to trigger timely, relevant outreach. Integrate with Marketing Cloud to craft campaigns based on actual financial behaviors and milestones.
- Streamlined Onboarding: Automate data collection, KYC checks, and document management to reduce onboarding time from days to minutes, as demonstrated by RBC Wealth Management's success.
Boost Productivity and Enhance Collaboration
Free your team from administrative burdens and siloed workflows. By automating routine tasks and integrating communication tools, investment managers can spend less time on manual processes and more time on high-value activities like analysis, strategy, and client interaction.
- Workflow Automation: Use Flow Builder to automate tasks like meeting scheduling, performance updates, and compliance checks, reducing manual effort and minimizing errors.
- Seamless Team Collaboration: Integrate directly with tools like Slack to discuss client records, manage leads, and collaborate in real-time without leaving the CRM, creating a single source of truth for your teams.
- Faster Decision-Making: Leverage real-time dashboards and automated alerts to gain instant insights into portfolio performance and market trends, empowering faster, more informed strategic decisions.
Turn Data into Your Most Valuable Asset
Leverage the power of integrated data and artificial intelligence to move from reactive reporting to predictive strategy. Salesforce provides the tools to not only understand past performance but also to forecast future trends, identify risks, and uncover new opportunities.
- Centralized Data Aggregation: Use Data Cloud and MuleSoft to unify financial, transactional, and behavioral data from all sources into a single, reliable "data lakehouse" architecture built on FSC.
- Real-Time Analytics & Reporting: With CRM Analytics (formerly Tableau), create custom, real-time dashboards to track performance, assess risk, and generate instant "Tear Sheets" for any client record.
- AI-Powered Predictions: Employ Einstein AI to predict client churn, forecast likelihood to add assets, and receive "next-best-action" recommendations, all without needing to write code.
Build on a Secure, Scalable, and Compliant Foundation
In a highly regulated industry, trust is non-negotiable. Salesforce provides an enterprise-grade platform with "compliance built-in, not bolted on," ensuring your data is secure, your processes are auditable, and your technology can scale with your firm's ambitions.
- Robust Security & Access Controls: Protect sensitive data with end-to-end encryption, multi-factor authentication (MFA), and granular user permissions via Salesforce Shield.
- Automated Compliance: Utilize built-in KYC models, compliant data sharing rules, and comprehensive audit trails to simplify adherence to regulations like GDPR.
- Ecosystem & Scalability: Leverage the low-code platform and the vast AppExchange marketplace (7,000+ apps) to customize workflows and integrate best-in-class financial tools like PitchBook and Preqin, ensuring the platform grows with you.
An Integrated Platform for Finance
Salesforce is not just a single product but a deeply integrated ecosystem. At its heart is the Financial Services Cloud, which is extended and empowered by other core components. Hover over each element below to understand its role in creating a unified solution for Ninety One.
Einstein AI
Data Cloud
CRM Analytics
Integration
Industry Leadership and Proven Success
The value of Salesforce is validated by both independent industry analysts and the real-world success of financial institutions. This section highlights key proof points that demonstrate the platform's effectiveness and market leadership.
RBC Wealth Management
Consolidated 26 disparate systems into a single Salesforce platform, dramatically improving both advisor and client experiences.
24 Minutes
To Onboard a New Client
Sequoia Financial Group
Leveraged FSC and Pardot to gain a 360-degree view of clients, enabling personalized journeys and significant time savings.
361% ROI
Achieved in < 5 Months
Top Analyst Recognition
Consistently named a "Leader" by top analyst firms for its completeness of vision and ability to execute in financial services CRM and related categories.
Forrester Wave™
Leader
Gartner® Magic Quadrant™
Leader
Estimate Your Potential Return
While every firm is unique, the data from successful implementations provides a benchmark for potential gains. Use the chart and calculator below—based on the Sequoia Financial Group case study—to see a tangible estimate of the efficiency improvements Salesforce could bring to Ninety One.
Calculate Your Team's Time Savings
Sequoia Financial saved over 700 hours per user annually. Enter the number of advisors at your firm to see a projection of your potential time savings.