Wealth Management
Unifying data, streamlining onboarding, and empowering advisors
with AI - that’s wealth and asset management with Enxoo.
Faster Onboarding
360° Client View
Better Decisions
Salesforce Financial Services Cloud
for Wealth Management
Financial Services Cloud provides a holistic client 360 view of assets and goals in one dashboard.
Accelerates time to value, boosts advisor productivity, empowers teams, helps deliver personalized advice, increases client retention, and deepens loyalty.
Next Best Offer / Next Best Action
AI analyzes the portfolio, risk profile, recent events, and cash positions to suggest topics for discussion next, such as rebalancing, new products, fee optimization, and long-term savings.
Smart Prioritization of Clients
It flags whom to call first based on high potential, high risk of churn, upcoming maturity, and large cash inflows.
Meeting Briefs & Summaries
It generates brief summaries before meetings from notes, emails, and past calls, and then creates action points and follow-up drafts after the meeting.
AI-Assisted Service
It understands client messages from email, chat, and forms, routes them to the appropriate team, and proposes compliant reply templates.
Ideal Scenario
Advisor’s Day
A wealth advisor opens FSC and sees a prioritized list of clients with AI suggestions: whom to call, why now, and with which proposal.
Before each meeting, they read a one-page AI brief instead of digging through systems.
After the call, FSC auto-creates notes, tasks, and a follow-up email.
Most manual work disappears; the advisor spends the day actually advising.
Tom Miller
Private Client
"Tech sector overweight vs. target. Rebalancing recommended."
Trigger Event
Portfolio Drift Alert (>5% Variance)
Relationship Value
AUM: $1.8M
Last Interaction
60+ days (Warning: Overdue)
Dr. Emily Sato
Private Client
"New dependent added. Estate plan outdated; no 529 set up."
Trigger Event
Life Event Creation: "Birth of Child"
Relationship Value
AUM: $5.2M
Last Interaction
12 days ago (Phone)
Marcus Thorne
Business Owner
"Large transfers to external bank. 85% predicted churn risk."
Trigger Event
High Outflow Activity
Relationship Value
AUM: $8.5M
Last Interaction
3 months ago (Meeting)
Salesforce Financial Services Cloud
for Asset Management
FSC creates a unified distribution view of funds and deals, aligning sales and service teams.
It visualizes relationship networks to maximize AUM growth by precisely targeting key influencers.
Mobile territory management tools help wholesalers optimize sales efficiency by prioritizing the most profitable partners in real time.
Targeted Opportunities
AI spots where there is room to grow AUM (under-allocated mandates, dormant relationships, and advisors with high potential).
Relationship Intelligence
It uncovers links between investors, boards, advisors, and firms to support warm introductions and smarter coverage.
Next-Best Outreach
It suggests which product, report, or meeting to propose to a given investor or distribution partner based on behavior and history.
AI-Assisted Service
It understands client messages from email, chat, and forms, routes them to the appropriate team, and proposes compliant reply templates.
Ideal Scenario
Asset Management Team
A sales director starts the day in FSC with a clear, AI-driven view of where growth is: which advisors and institutions to focus on, which deals to push, and who needs a touchpoint.
Before a key review, FSC assembles performance, flows, and past interactions into a single, ready-to-use view.
Follow-ups, reports, and reminders are created automatically, allowing the team to focus on relationships and strategy, not chasing spreadsheets.
Start Your Day
Top Predicted Opportunities
Q1 ESG Fund Allocation
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Account
Highland Wealth Partners
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Projected Amount
$15,000,000
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Top Insight
Client downloaded "2025 Green Energy Outlook" yesterday.
Global Tech Model Expansion
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Account
Sarah Jenkins
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Projected Amount
$2,400,000
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Top Insight
Competitor contract expiring in 30 days.
Upcoming Review
11:00 AM • Quarterly Review
Apex Financial Group
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Total AUM
$142,500,000
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YTD Net Flows
+$12,400,000 (▲ 8.5%)
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Top Holding
Global Tech Growth Fund ($55M)
Michael Ross (CIO)
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Relationship
Strong (NPS: 9/10)
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Trigger
Keyword "fixed income stats" detected in notes
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Open Case
#00492 (Address Change)
Suggested Actions
New Tasks
Send "Q3 Fixed Income Outlook"
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Account
Apex Financial
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Trigger
Keyword "volatility" detected in notes
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Due Date
Dec 15, 2025
Update Opportunity Stage
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Opportunity
Highland $5M Allocation
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Trigger
Keyword "verbal commitment" detected in notes
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Suggestion
Move to "Closed Won"
Let’s get in touch
We’d love to show you what we can do for you and answer any questions.
