Join us on 7 April at 10 a.m.
Reduce cost-to-serve, increase adviser capacity and drive measurable ROI with Financial Services Cloud
Wealth firms aren’t constrained by demand — they’re constrained by operational capacity.
Fragmented systems, manual onboarding and disconnected data increase cost-to-serve and limit growth. In this session, we’ll show how Financial Services Cloud (FSC) can become the orchestration layer of your Wealth Tech stack — connecting onboarding, advice, compliance, planning tools and portfolio systems into one coordinated platform.
The focus is simple: create a scalable operating model that improves efficiency, increases adviser capacity and delivers measurable commercial impact — including how AI is now automating one of the most operationally demanding compliance obligations in wealth management: vulnerable client identification under Consumer Duty.
What We’ll Cover
- Reducing cost-to-serve through orchestration: How connecting journeys across front, middle and back office eliminates duplication and manual effort.
- Increasing adviser capacity without increasing headcount: Digitised onboarding, client portals and AI-assisted workflows that free up revenue-generating time.
- Creating a single source of truth for pipeline and AUM: Real-time visibility across leads, prospects, applications and financial accounts to drive faster decisions.
- Maximising your existing tech investments: Integrating tools like Voyant, Dynamic Planner and KYC providers into one connected ecosystem.
- Applying AI where it drives measurable impact: From document extraction and meeting preparation to automated compliance workflows — including a live demo of Agentforce detecting vulnerable client indicators in real time, automating Consumer Duty escalations and maintaining a complete audit trail without adviser intervention.
Demo: Agentforce Vulnerable Client Detection
We’ll show Futureform’s Agentforce: Vulnerable Client agent in action — analysing meeting transcripts and client notes to detect life events, linguistic patterns and escalation triggers automatically. You’ll see how FSC turns a historically manual, inconsistent compliance process into a scalable, auditable workflow that protects clients and reduces risk exposure across the entire book.
Why It Matters:
The firms that win in 2026 will:
- Operate with lower administrative overhead
- Deliver faster onboarding and review cycles
- Improve data accuracy and compliance confidence
- Empower advisers to focus on clients, not systems
- Evidence Consumer Duty outcomes without adding compliance headcount
Salesforce, positioned correctly, becomes the engine that makes this possible.
Who Should Attend
- Wealth Management CEOs & COOs
- Heads of Advice & Operations
- Compliance Leaders
- Transformation & Technology Owners
- Salesforce Product Owners in Financial Services
Join us to see how Salesforce can power scalable growth — and deliver measurable ROI for wealth firms in 2026.