“Even with technology and automation, advisors are really struggling for time,” Mahna says. “We want to show them how they’re spending their time. Advisors also like the notion of a digital assistant, something that reminds them of the tasks that they need to do.”
For advisors already using Salesforce’s Financial Services Cloud, Wave will be directly embedded into the product line and integrates with the cloud’s client onboarding, account aggregation, data aggregation and compliance functionality.