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“When money realizes that it is in good hands, it wants to stay and multiply in those hands.” ―  Quote by Idowu Koyenikan, Wealth for All: Living a Life of Success at the Edge of Your Ability


The growth story of India has been paved with hiccups and road blocks since the economy was liberalised 2 decades ago. Despite the struggles, the nation with the largest population is seeing an upward trajectory. The defining Middle class population is on the rise and form the bulk within a few years. More people will live in urban areas and the population of HNIs (High Nett Individuals) will boom between now and 2030.  The economic maturity is now being matched by emotional maturity of investors. No panic selling or ending their portfolios, a smart majority is here for the long haul and play the game accordingly.


The top trends in wealth management in 2023 and beyond as per Salesforce partners are:

  • Change in investor demographics. The young generation is now a large slice of the investor profile pie. They are the digital generation. They want engagement with the financial service providers on channels of their choice. They want access to portfolio data and investment opportunities anytime and anywhere.

  • The future is hybrid. Human connect and personal touch is going to be complemented by tech. Tech solutions such robot advisors & self-service investment portals are changing the dynamics in wealth management. FinServ personnel with adopt digital tools and process automation to increase productivity & reply quicker to client requirements.

  • Regulatory monitoring to be upped.  There is increased focus on data security and privacy practices, AI/ML adoption, crypto-assets, and ESG (environmental, social, and governance) funds. More focus by FinServ companies on a robust compliance program & system of controls.

  • Holistic planning of finances. The new age investors are incorporating ethics and life goals reveal Salesforce partners. Holistic investment options such as retirement funds and social welfare is on the table.

  • Customisation is the norm. Personalised offers that meet their needs is expected. Whether it’s investment products, marketing collateral, or contact centre service, every client touchpoint must be customised to acquire client loyalty & trust.


Salesforce Financial Service Cloud and Salesforce partners enables FinServ companies to forge strong client relationships by making clients at the center of their existence. This platform implemented by Salesforce partners is ideal for bonding with investors located remotely, personalized engagement, and suggest investments that match the client’s financial goals. Market smarter with customized messaging & automated prospect nurturing. An end to end view of each client is now at your disposal. Be the financial services company and advisor who works smartly and not harder, say Salesforce partners.

For more on Salesforce Financial Service Cloud, call Codleo Salesforce partners today. We have the right solutions for your company as Salesforce partners.

About the Author

Nikhil Mathur

Nikhil is a Project Manager, 3x Certified Salesforce Consultant with almost 4 years of Salesforce and rich onsite experience from working with multiple offshore clients. Out of the office, he finds thrill in biking and adventure sports.

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