7 workflow automations purpose-built on top of Salesforce Financial Services Cloud — no data leaves your system, no parallel tool for your team to learn.
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Addepar, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running Salesforce Financial Services Cloud — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the review pack from Addepar, Black Diamond, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running Salesforce Financial Services Cloud — uses the native API or agent integration so nothing leaves the system of record.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running Salesforce Financial Services Cloud — uses the native API or agent integration so nothing leaves the system of record.
AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA risk in real time, not annually. Purpose-built for teams running Salesforce Financial Services Cloud — uses the native API or agent integration so nothing leaves the system of record.
AI pre-screens deals against the fund's thesis in Addepar, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running Salesforce Financial Services Cloud — uses the native API or agent integration so nothing leaves the system of record.
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45. Purpose-built for teams running Salesforce Financial Services Cloud — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running Salesforce Financial Services Cloud — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Salesforce Financial Services Cloud for any repetitive process. Tell us what you'd automate.
