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CASE STUDY

Wealth Manager: Einstein Next-Best-Action for Advisor Productivity

A wealth manager deployed Einstein Next-Best-Action across 3,400 advisors. AUM growth from existing clients up 14%; advisor satisfaction with tooling up 28 points.

May 9, 2026 · 2 min read · By admin
At a glance
14% CHANGE
Industry
BFSI
Topics
Einstein AI · Sales Cloud · Salesforce
Published
May 2026
Headline outcome
14% AUM growth from existing clients:…

Measured outcomes

What this programme actually delivered.

14%

AUM growth from existing clients: up 14%

+28

Advisor tool satisfaction: +28 NPS

The challenge

A wealth manager’s 3,400 advisors had varying levels of tech savviness. Top-performing advisors used CRM signals well; others didn’t. Outcome variation across the advisor population was driven by data-availability gaps, not skill.

What we built

Einstein Next-Best-Action surfacing client signals (life events, portfolio shifts, opportunity moments) to advisors at the right time. Recommendations are explainable (why this client now). Conversation logging feeds the model.

Outcomes

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