Salesforce for advice, wealth and financial wellbeing.
Ignyto implements Salesforce Sales Cloud, Service Cloud, Experience Cloud and Nonprofit Cloud for advisory businesses, wealth managers and financial wellbeing organisations across the UK and Ireland, where the relationship is the asset and the record of advice given is the compliance position. Picture an adviser opening a client record and seeing the whole relationship, with the suitability evidence already where a reviewer would look for it.
The relationship is the asset. The evidence is the obligation.
Advisory businesses hold relationships that span households, generations and multiple products. A CRM built around a single contact and a single opportunity cannot describe that, which is why so much of the real picture ends up in file notes and adviser memory.
The second problem is evidential. What was recommended, on what basis, with what disclosure, and when — recorded consistently enough to stand up two years later without a search through email.
Ignyto has delivered in this space for IRM Advisory Services and the Just Finance Foundation, covering advisory process, programme delivery and the reporting funders and regulators expect.
Built around relationships and evidence.
Household and relationship modelling
Households, connected parties, professional introducers and multiple financial accounts modelled properly, so the adviser sees the whole picture rather than one contact record.
Advice and suitability records
The recommendation, the basis for it and the disclosures captured against the client record with validation, so the file is complete at the point of advice rather than reconstructed later.
Client portals
Experience Cloud portals for document exchange, review scheduling and secure messaging, replacing email attachments and the risks that come with them.
Programme and outcome reporting
For organisations delivering financial wellbeing or education programmes, tracking participation and outcomes in a form funders will accept. Built for the Just Finance Foundation.
Introducer and referral management
Referral sources tracked with attribution, so the business knows which relationships generate revenue and which need attention.
Data protection and retention
Consent, retention and access controls configured to policy, with Salesforce Shield where the classification of the data requires encryption and audit.
Advisory and financial wellbeing clients.
Asked in every advisory conversation.
Do advisory businesses need Financial Services Cloud?
Not always. Financial Services Cloud provides household modelling, financial accounts and referral management out of the box, which suits wealth and advice businesses well. A smaller advisory firm with one service line is often better served by Sales Cloud configured properly. Ignyto assesses which is cheaper across three years before recommending.
How do you handle suitability and advice records?
By capturing the recommendation, its basis and the disclosures against the client record with validation at the point of advice, rather than relying on a file note written afterwards. The objective is a complete file without extra adviser effort.
Can clients see their own documents and reviews?
Yes. Experience Cloud portals give clients secure access to documents, review dates and messaging, which removes email attachments from the process and gives you a record of what was shared and when.
We are a charity or foundation. Does Salesforce work for us?
Yes. Ignyto works with organisations delivering financial wellbeing and education programmes, tracking participation and outcomes in the form funders require. Ignyto also follows the Salesforce 1-1-1 model and has delivered pro bono work, including for the Loreto Centre Crumlin.
Is our client data secure enough for a compliance review?
Salesforce provides platform encryption, field audit trail, event monitoring and a role-based sharing model. Ignyto configures those to your policy and produces the evidence a review asks for, adding Salesforce Shield where the data classification requires it.
Book a 30-minute call with a Salesforce consultant.
No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.