Towerpoint Wealth Tours Salesforce Building in SF 12.04.2023

The world of wealth management is complex and nuanced, as is the technology needed to effectively run a wealth management firm. Fortunately for us and for our clients, we utilize Salesforce as our operational backbone, helping us efficiently and intelligently manage virtually every area of our company as we strive for exceptional client satisfaction and service.

Yesterday, our President, Joseph Eschleman, and Partner, Wealth Advisor, Jonathan LaTurner, visited Dodge Williams at the Salesforce Tower in San Francisco. Understanding the pace of change and innovation in the Artificial Intelligence and Customer Relationship Management industry, it is essential that we ensure that our partnership is sound and that our Salesforce instance is operating crisply.

Not just a repository for data, Salesforce is truly the “invisible hand” behind the TPW operation, and we are happy to leverage it in amplifying our ability to understand, anticipate, and exceed our clients’ needs and expectations.