NetFlow for HNI Market
One place to view all your investors, investments, transactions and communications. Focus on the right people to speak with for the right opportunities. Hyper-personalise communication and deliver service at scale.
How do you use Salesforce to engage with and service high net worth investors?
Netflow gives you holistic view of your high net worth investor relationships so you can communicate with them in an exceptionally personalised way at scale.
Investors, investment vehicles, contacts, private investments, transactions, affiliations and deals at your fingertips.
360-Degree Investor View
With NetFlow, you get a complete 360-degree view of every investor relationship, making it possible to personalise how you communicate with each investor, even at scale. Rather than piecing together information from different sources, your team leverages the single source of truth – Salesforce.
From contacts and the relationships between them, to investing entities, their investments and current positions, to each investor’s preferences and capital calls, it all lives in one place.
There is no need to switch between systems or chase down the latest correspondence, as everything your team needs is connected and easy to find. The result is a more informed, more personal and more efficient way of managing investor relationships.
Campaigns, Investor Groups & Contacts Lists
NetFlow lets you manage groups investors and contacts in the way that makes sense from relationship perspective, whether that’s by shared interests, religious or sporting affiliations, or the personal connections between them. Once a group is in place, you can communicate with everyone in a consistent manner, making sure no one is left out of an important update and that the message highly relevant and personalised.
Groups are also ideal for organising relationship events from a sporting day to a dinner with a close-knit circle of contacts. When you need to reach a wider audience, you can create lists and launch mass personalised campaigns to communicate at scale.
Streamlined business operations
Managing operations from investor onboarding to preparing consolidated statements is a breeze with NetFlow. You can use templated action plans and customized workflows to streamline operations.
Follow every capital call from launch to close, with its fundraising target, progress to date and shortlisted investors all in view.
NetFlow gives you a variety of reports and dashboards out of the box. Use these for a bird’s-eye view of your business, or drill down for a closer, detailed look.
Built for asset managers in high networth investor market.
NetFlow for HNI Market gives you a 360-degree view of your investor relationships so you can communicate with them in an exceptionally personalised way at scale.
Features
NetFlow brings together powerful relationship management, intelligent insights, and connected workflows, giving wealth management teams the capabilities they need to manage relationships, uncover opportunities, and drive growth.
Salesforce Powered
Built on Salesforce to deliver enterprise-grade security, scalability, and extensibility.
Agentforce Sales (formerly Sales Cloud)
Manage prospects, activities, and relationships throughout the lifecycle.
Agentforce for Financial Services (formerly Financial Services Cloud)
Connect financial relationships, client information, and processes within one unified platform.
AI-Powered Assistance
Use Agentforce to surface insights and support everyday relationship management activities.
Headless 360
Make NetFlow capabilities accessible wherever teams and AI agents work, powered by Salesforce’s trusted platform.
Intelligent Activity Capture
Automatically capture relevant emails and meetings to maintain complete relationship histories.
Analytics & Tableau Dashboards
Turn relationship and business data into actionable insights through interactive Tableau dashboards.
Mobile Support
Access critical relationship information and manage activities wherever business takes you.
Relationship 360
Bring borrower, investor, and relationship information together into one connected view.
Interaction Management
Capture client and prospect interactions to maintain a complete engagement history.
Prospect Re-Engagement
Identify prospects worth reconnecting with using relationship history and actionable insights.
Pipeline Management
Manage prospective, active, and matured Opportunities through customised pipelines and workboards.
Workflow Management
Configure workflows and processes to align with your organisation’s operating requirements.
Milestone Management
Track key milestones, deadlines, and progress throughout every deal and investment lifecycle.
Investment & Transaction Insights
View investments and detailed transactions, including contributions, rollovers, and other activity.
How do you get NetFlow for HNI Market?
If you’d like to learn more or have any questions, please send us a note and we’ll set up a time to chat.
