Partnership to Provide Seamless Financial
Planning Experiences for Financial Services Customers in
the United States
BERWYN, Pa., May 13, 2024 /PRNewswire/ -- Envestnet, a leading
provider of integrated technology, intelligent data, and wealth
solutions, and Salesforce, the global leader in CRM, today
announced a partnership to deliver a connected and seamless
financial planning experience for Envestnet customers using
Salesforce's Financial Services Cloud
(FSC).
The goal of the partnership is to deliver a more unified
platform experience for wealth advisors and to help solve key pain
points including, operating across multiple systems and
applications as well as the lack of data parity between CRM and
financial planning platforms. With Envestnet's
award-winning1 financial planning
capabilities—MoneyGuide—this collaboration will give advisors using
Salesforce FSC access to a seamless financial planning experience –
from within their CRM platform.
The value of this partnership for advisors and financial
services professionals in the United
States will include the ability to:
- View financial plan information for clients within their CRM,
gaining a seamless 360 view of the client.
- Target and track clients by where they are in their planning
journey using actionable segmentation dashboards.
- Launch directly into the planning household in MoneyGuide to
take action.
- Unify customer behavioral and financial data across an
advisor's practice.
- Simplify advisor team collaboration with a single source for
all financial planning-related activities.
"Our partnership with Envestnet is driven by a shared goal: to
deliver innovative solutions that streamline the financial planning
process and empower wealth advisors to be more productive," said
Eran Agrios, SVP & GM of
Financial Services, Salesforce. "Together, we're providing
advisors and financial services professionals with the data-driven
tools needed to deepen client relationships and guide them in
achieving their financial goals."
Envestnet and Salesforce will be working closely together to
preview the combined capabilities at Envestnet's upcoming annual
conference Elevate.
"Financial planning is more critical than ever in today's wealth
management landscape," said Matt
Wilson, Head of MoneyGuide Sales at Envestnet.
"Dashboard views provide an advisor insight into their entire book
of business. By easily segmenting those clients approaching
retirement, for example, an advisor can proactively identify new
account and rollover opportunities, income strategies, or potential
tax planning strategies. Our collaboration with Salesforce empowers
advisors to deliver personalized and comprehensive financial advice
to their clients across any life stage and wealth level."
*Salesforce and others mentioned in this press release are among
the trademarks of Salesforce, Inc.
Envestnet and Salesforce are separate and unaffiliated firms.
This release should not be construed as a recommendation or
endorsement of any particular product, service, individual or
firm.
About Envestnet
Envestnet is helping to lead the growth of wealth managers and
transforming the way financial advice is delivered through its
ecosystem of connected technology, advanced insights, and
comprehensive solutions – backed by industry-leading service and
support. Serving the wealth management industry for 25 years with
more than $6 trillion in platform
assets—more than 109,000 advisors, 17 of the 20 largest U.S. banks,
48 of the 50 largest wealth management and brokerage firms, more
than 500 of the largest RIAs -- thousands of companies, depend on
Envestnet technology and services to help drive business growth and
productivity, and better outcomes for their clients. Data as
of 3/31/24.
Envestnet refers to the family of operating subsidiaries of the
public holding company, Envestnet, Inc. (NYSE: ENV). For a deeper
dive into how Envestnet is shaping the future of financial advice,
visit www.envestnet.com. Stay connected with us for the latest
updates and insights on LinkedIn and X (@ENVintel).
MEDIA CONTACTS:
Amy Norcini
Envestnet
amy.norcini@envestnet.com
Andrew Jennings | JConnelly for
Envestnet
envestnetpr@jconnelly.com
1 2024 T3 Advisor Software Survey, Envestnet |
MoneyGuide 17th consecutive year ranked #1 financial
planning software
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SOURCE Envestnet, Inc.