Discover how Intelligent Referral Management transforms the way wealth advisors refer clients to specialists across lines of business, replacing manual email handoffs with a guided, automated process.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Professional, and Unlimited Editions |
Why Referral Management Matters in Agentic Advisor
Agentic Advisor gives wealth advisors a complete view of their clients and every interaction. As a key part of this unified workspace, Intelligent Referral Management ensures that when advisors identify opportunities beyond their expertise, handoffs happen seamlessly without leaving the platform.
Wealth management spans portfolio management, estate planning, tax advisory, and alternative investments. As advisors deepen relationships, they naturally uncover needs that require specialist support. Traditionally, these referrals relied on email threads, spreadsheets, and manual follow-up that were disconnected from the advisor's core workflow and client record. These manual handoffs result in missed opportunities, lost context, and referrals that fall through the cracks.
Intelligent Referral Management keeps everything connected. Instead of context-switching between apps, advisors can capture referrals directly from their meeting context. Every referral is captured in Salesforce and automatically routed to the right specialist.
Key Capabilities
- Dynamic intake forms: To speed up submissions and reduce manual errors, design guided, multi-step, multi-section referral forms without writing code. You can easily tailor these intake forms for different lines of business.
- Configurable assignment rules: To ensure high-value opportunities never fall through the cracks, create custom assignment rules without complex code. Automatically connect client needs to the right specialist by routing referrals based on your specified sort order.
- Real-time auto-assignment: Assignment rules evaluate instantly on submission, routing the referral and notifying the specialist avoiding manual follow-up effort.
- In-context referral creation from meeting playbooks: To prevent app switching and capture details while the meeting context is still fresh, launch referral intake forms directly from the Post-Meeting Follow-Up tab.
Learn how to set up and use Intelligent Referral Management.