Wealth & Asset Management

Turn Salesforce into an
AUM Growth Engine

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.

Schedule a Strategy Session

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.

Low CRM Adoption

Underutilization of Salesforce investments because the platform doesn’t align with real advisor workflows.

Scalability Pressure

Constant pressure to scale AUM without increasing operational headcount or compromising service quality.

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

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.

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.

Operational Automation

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.

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

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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.

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

Discover & Diagnose

We assess your current advisor experience, CRM maturity, and operational friction points to identify immediate gaps.

Design the Target Experience

We map Salesforce Financial Services Cloud to real advisor workflows and critical client journeys.

Implement & Integrate

We deliver scalable Salesforce solutions seamlessly integrated with your existing wealth technology ecosystem.

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.

Book Your Strategy Session

Customer Success Story

Transforming Wealth Management and Elevating Client Experience

Discover how we redesign advisor workflows and client service models to create scalable growth in real-world environments.

View Full Case Study

Turn Salesforce into an AUM Growth Engine

Common Challenges We Solve