Unified Client and Household View for Holistic Relationship Management

Financial advisors struggle with fragmented client data across multiple systems, making it difficult to understand complete household relationships and provide holistic wealth management advice.

Implement Salesforce Financial Services Cloud with custom household hierarchies, relationship mapping, and aggregated financial account views to create a unified 360-degree client profile accessible from a single dashboard.

• Single source of truth for all client and household data
• Complete visibility into family relationships and financial positions
• 45% faster client discovery and meeting preparation
• Improved cross-selling with full household context

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