As asset and wealth management firms scale AI across client engagement and service operations, a new challenge is emerging. While platforms like Salesforce and ServiceNow embed increasingly powerful AI capabilities, intelligence often remains trapped within individual systems. Advisors lack visibility into downstream service issues, operations teams lack real-time client context, and AI-driven workflows stop at platform boundaries, limiting enterprise-wide value.
This eBook explores how Salesforce–ServiceNow interoperability enables a unified AI operating model for asset and wealth management. By orchestrating federated AI agents, harmonizing data through API-led integration, and establishing Salesforce as the experience “glass,” firms can deliver faster resolution, stronger compliance, and more consistent high-touch client experiences, without disrupting existing platforms.
Download the eBook: Salesforce–ServiceNow Interoperability for Asset & Wealth Management
