NetFlow for Retail Distribution
Manage relationships with dealer groups, boutique licensees and financial planners to deepen and broaden how your products get distributed, from getting listed on platforms to earning planner recommendations to investors.
How do you use Salesforce to grow your retail distribution network?
Platforms, Licensee, Planning practice, Adviser and Product relationships and associated FUA and Funds flow data organized, all in one place.
Slice and dice this data, ask questions, communicate at scale with ease, track all activity in one place, and much more to drive your funds flow.
Licensees, Advisers & Planning Practices
Replace scattered spreadsheets with one view of every licensee, planning practice and adviser, and how your products are performing through each of them.
Open any licensee to see its details, its planning practices and the advisers under it.
Open any adviser to see their contact details next to their FUA and funds flow trends.
Track which licensees give your products access to their adviser networks.
Follow each product’s progress over time, from launch through to ongoing performance.
Use ready-made reports and dashboards for the big picture, then drill down into any detail.
Distribution Analytics
Slice and dice adviser and licensee FUA and funds flow data to identify who matters most, and reach each of them with a mass personalised message.
Build lists of licensees or advisers from different filter combinations, targeting all the relationships that matter.
Design your own lists and add members from anywhere in NetFlow, or let Salesforce automation keep them up to date for you.
Turn any list into a personalised email campaign or a private event invitation, sent at scale.
Add product performance charts to your updates, so licensees and advisers see results, not just messages.
Log meetings, tasks and follow-ups against each relationship, so your outreach history is always complete.
Consolidated view of distribution data.
Import data automatically from platforms such as HUB24, Rainmaker and your own internal systems.
Get one consolidated view of everything you need to know about your network.
Spend less time on manual data extraction and more time with advisers.
Replace fragmented spreadsheets with a single, shared source of truth.
Free up business development managers to spend more time with advisers and licensees.
Built for business leaders driving growth through retail distribution.
Platforms, Licensee, Planning practice, Adviser and Product relationships and associated FUA and Funds flow data organized, all in one place. Slice and dice this data, ask questions, communicate at scale with ease, track all activity in one place, and much more to drive your funds flow.
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 Retail Distribution?
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.
