Wealth and Asset Management firms are under pressure to grow assets and deepen relationships. We help you transform Salesforce into a true advisor productivity engine.
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Trouvons un moment pour discuter de votre stratégie Salesforce et de la croissance de vos actifs sous gestion (AUM).
Proven Impact
We help wealth and asset management firms move from fragmented systems and manual processes to unified, intelligent, and scalable client relationship platforms powered by Salesforce.
Recent Success Story
Wealth Manager Cuts Back-Office Waste with Navirum and Salesforce
Read the Case Study
Common Challenges We Solve
Administrative Burden
Advisors spending excessive time on administrative tasks instead of client engagement.
Fragmented Systems
Disconnected tools across CRM, portfolio, and client reporting tools create data silos.
Blind Growth
Limited visibility into household relationships and hidden intergenerational growth opportunities.
Manual Onboarding
Inconsistent or manual client onboarding experiences that increase friction and time-to-revenue.
Constant pressure to scale AUM without increasing operational headcount or compromising service quality.
What Changes with Navirum
Before Transformation
✕ Advisors navigating multiple disconnected systems
✕ Hours spent preparing for client meetings
✕ Limited insight into household-level opportunities
✕ Manual onboarding and compliance-heavy processes
✕ Reactive rather than proactive client engagement
After Working with Navirum
✓ Unified 360° advisor workspace in Salesforce
✓ Automated client insights and meeting preparation
✓ Clear household and relationship intelligence
✓ Streamlined onboarding with embedded compliance
✓ Proactive, data-driven client engagement at scale
Measurable Business Impact
30–40% Productivity
Increase in advisor efficiency by reducing manual administrative work.
30–50% Onboarding
Improvement in client onboarding speed through automation.
60% Preparation
Increase in meeting preparation efficiency with automated strategic briefs.
2–3x Engagement
Improvement in responsiveness and overall client engagement at scale.
Modernizing the Advisor Lifecycle
Key Capabilities We Deliver
Advisor 360° Workspace
A unified view of clients, households, accounts, goals, and interactions in Salesforce Financial Services Cloud.
Intelligent Client Engagement
Real-time insights, alerts, and next-best actions to support high-quality advisor interactions.
Faster Client Onboarding
Automated onboarding workflows that reduce friction and manual paperwork while maintaining strict compliance.
Household & Relationship Intelligence
Visibility into multi-account households and intergenerational wealth opportunities for business growth.
Automatisation opérationnelle
Streamlined workflows using Salesforce Flow, AI capabilities, and integrated systems to remove manual bottlenecks.
Specialized Ecosystem Integration
Seamless connectivity with portfolio management tools and wealth tech ecosystems for a unified tech stack.
Salesforce Financial Services Cloud Specialists
As specialists in Salesforce Financial Services Cloud, we help wealth and asset managers unlock the full potential of the platform by aligning it with real advisor workflows.
We design solutions that:
✓ Deliver a unified household and client relationship model
✓ Improve advisor efficiency through automation and intelligent workflows
✓ Enable compliance-ready data structures and auditability
✓ Integrate seamlessly with portfolio management and wealth tech ecosystems
✓ Scale across advisory teams, regions, and business units
Why Wealth & Asset Managers Choose Navirum
Navirum is not a generalist Salesforce consultancy. We specialize in financial services transformation, bringing a deep understanding of advisor workflows and regulatory constraints.
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Deep Wealth Management Expertise
We understand advisor workflows, client servicing models, and regulatory constraints unique to the wealth space.
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Advisor-First Design Approach
We prioritize usability and adoption to ensure Salesforce actually gets used by advisors to drive AUM growth.
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Focus on Business Outcomes
Every solution is tied to measurable improvements in AUM growth, efficiency, and the client experience.
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End-to-End Delivery Capability
From strategy and implementation to long-term optimization, we support the full transformation lifecycle.
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North American Financial Services Experience
We work with firms ranging from independent RIAs to large-scale institutional wealth and asset managers.
Who We Work With
Private Wealth Advisory Firms
Registered Investment Advisors (RIAs)
Multi-Family Offices
Asset Managers Modernizing Client Engagement
Bank-Owned Wealth Management Divisions
Digital & Hybrid Wealth Advisory Platforms
How We Work
1
Discover & Diagnose
We assess your current advisor experience, CRM maturity, and operational friction points to identify immediate gaps.
2
Design the Target Experience
We map Salesforce Financial Services Cloud to real advisor workflows and critical client journeys.
3
Implement & Integrate
We deliver scalable Salesforce solutions seamlessly integrated with your existing wealth technology ecosystem.
4
Drive Adoption & Value
We ensure advisors adopt the platform through training, resulting in measurable AUM growth and efficiency gains.
Identify Your Biggest AUM Growth Opportunity
In a short working session, we help you identify where advisors are losing time and where automation can unlock immediate efficiency gains.
30-Minute Targeted Strategic Review
Lavinia PicuGestion de patrimoine et d'actifs
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