AssetJunction

Unlocking Salesforce CRM's power for Asset Managers

AssetJunction is an app designed for Salesforce CRM that loads, transforms, processes and aggregates financial transactions data in Salesforce. It enables Asset Managers and Funds to develop an Advisor-360 snapshot leveraging data integration and helps leverage Salesforce technologies to personalize nurturing campaigns, generate marketing insights and predictions through AI-driven analytics.

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Re-imagine Asset management

Salesforce-centric Design Philosophy

CRM Structure optimized for Asset Managers

  • Visualize relationship hierarchies at multiple levels (Advisors, Team, Branch, Dealer)
  • Track multiple Advisor Codes / Dealer Codes accurately in the CRM

Advisor-360 Snapshot powered by integrated Financial Data

  • AUM / Transactions imported from multiple data sources into Salesforce, aggregated at all levels (Advisor, Branch, Dealer)
  • Automatically detect and create New Advisors from imported data.
  • Plan Branch visits with real-time visibility into Advisors engagement based on trades and holdings trends.

Enable Engagement Insights to help prioritize Advisor Outreach

  • Score Advisors based on interactions with digital collateral to personalize communication.
  • Prioritize outreach to most engaged advisors based on marketing insights.

Salesforce-Native Architecture

Transforming Asset Management into Actionable Intelligence

Automated Data Import

 Data from multiple sources is seamlessly imported and processed in Salesforce by intelligent code

Financial Data Aggregations

 Aggregated snapshots are automatically updated for transactions / AUM at Advisor, Branch and Dealer level

Optimized CRM Database Structure

 Industry-relevant customizations and database design optimizations to make Salesforce adoption easier for Funds / Asset Managers

Relationship Hierarchy Visualization

 Optimized CRM structure allows visualizing relationships, linking Advisors to Teams, Branches and Dealers.

Enabling CRM Data Quality

 New / unknown Advisors / Advisor Codes absent from the database are automatically detected in the dataset and new records are created and flagged for data quality admin’s intervention

Personalized Advisor Engagement at Scale

 Leverage Salesforce Pardot for personalized nurturing of Advisors based on their responses, digital body language and engagement with marketing content, gaining actionable insights from every digital interaction.

Analytics-driven Visit Planning

 Real-time analytic snapshots for Advisors / Branches provide instant visibility into most / least engaged Advisors based on trades trends / engagement history

Accelerating Salesforce CRM Adoption

 Leverage the breadth of Salesforce’s platform by adopting Salesforce-powered Investor Portals, automated statements generation and AI / ML-driven predictive insights into Advisors’ propensity to engage

Hear from Our Customers

"Great teamwork and problem solving with CloudJunction. They help us figure out the best way to load high volume daily transaction data into Salesforce for our sales and marketing team."
MA
Mark Aboud
Middlefield, Chief Commercial Officer (CCO)

Pricing

Subscription plans

Billed Annually in USD

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Discounted pricing is available for not-for-profits

MOST POPULAR

Growth

$695/month

  • Industry-relevant pre-built Data Structure included
  • Data Model designed for the Salesforce Financial Services Cloud
  • Upto 3 Data Sources (CSV files) configured for ongoing import
  • Upto 5,000 rows of data per data source
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Plus

Customized Pricing

  • All Growth Plan features included
  • For more than 3 data sources or more than 5,000 records per source, please contact our Sales team to discuss customized processing limits and pricing
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Ready to unlock Salesforce's full potential?

Empower users.
Delight customers.

Fuel your AI Agents with real-time insights

Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.

Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.

Access data residing
"as-is" elsewhere.

Avoid expensive integrations

Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.

Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.

Zero-copy
Agentic connections.

Bypass all ETL / data sync pains

The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.

The zero-copy architecture simply queries the data on-demand as and when needed.