How asset managers can turn market data into actionable insights—faster
In today’s competitive asset management landscape, identifying where to focus sales effort and uncovering true whitespace opportunities can be time-consuming and data-heavy. In this webinar, Futureform demonstrates how asset managers can use Salesforce, enhanced with Agentforce and market data, to transform portfolio and market share analysis into immediate, actionable outreach opportunities.
Led by Futureform co-founder Barney Hayward and consultant Robert, this session walks through a practical, real-world scenario from the perspective of an investment adviser. You’ll see how an adviser can move seamlessly from high-level market insights to specific, prioritized investor conversations—all within Salesforce.
What you’ll learn:
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How asset managers can analyse portfolio market share by sector in real time
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How Salesforce Agentforce can surface relevant funds, summarise product performance, and identify growth opportunities
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How to use whitespace analysis to uncover under-penetrated investors and accounts
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How internal data and external market data (e.g. Morningstar, Nasdaq) can be harmonised to support smarter decision-making
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How advisers can prepare for calls and meetings in minutes rather than hours
What you’ll see:
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A live demo of portfolio and market share analysis in Salesforce
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An example of AI-assisted fund discovery and investor targeting
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How agents respect data security, permissions, and governance while delivering insights
This session is ideal for asset management leaders, sales teams, distribution teams, and CRM owners who want to maximise their Salesforce investment and enable their teams to focus on the highest-value opportunities—without relying on spreadsheets or manual analysis.