New Component Tracks Product Interest
Understanding what clients care about isn’t optional—it’s essential. As clients’ financial needs evolve, staying in sync with their shifting interests helps advisors deliver relevant advice, build long-term trust, and drive growth. But tracking this kind of data can be messy. Preferences, investment vehicles, and client goals often get buried in notes or siloed systems.
Whether you’re targeting growth, driving retention, or simply aiming to deepen advisor-client relationships, this plug-and-play component gives you the confidence to act.
Log Investment Preferences
From complex strategies to evolving preferences, capturing client interests shouldn’t mean compromising clarity. With flexible, searchable inputs and historical tracking, your team can stay compliant while staying connected.
Capture Strategy, Vehicle, and Share Class
Advisors and client services teams can log specific interests—like tax-aware strategies or growth equity—alongside preferred vehicles and share classes, using clean dependent picklists that keep data standardized and searchable.
Handle Multiple Interests, Deactivate with History
Clients often explore more than one option. This component supports simultaneous active interests, and lets you deactivate old ones without deleting history—perfect for long-term relationship tracking and compliance audits.
Gain Insight Across Your Entire Ecosystem
Because the component is built with native Salesforce fields and relationships, it integrates easily across your firm’s entire Salesforce environment. That means:
Marketing teams can use interests as filters or tags in campaign builders
Advisors see client preferences directly within their planning interface
Reporting becomes easy and consistent—no more stitching together data
Changes made in real time reflect instantly across relevant records
This interest tracker is designed for wealth and asset management teams that want to turn signal into strategy—without adding more systems or complexity.
Contact us for a demo
Fill out the form below to book a meeting with our wealth and asset management expert.
