The Pacific Financial Group has entered a multi-year agreement with Salesforce to create a connected and personalized digital experience for financial advisers.
The initiative combines Salesforce Sales Cloud, Data 360, and Marketing Cloud with Contentful and Palmata. It will support a new website and coordinate interactions occurring through email, regional consultants, and The Pacific Financial Group’s existing adviser tools.
Data 360 will create secure adviser profiles using website activity, email engagement, and information from platforms such as RiskPro, GPS, Orion, and Envestnet. Existing MuleSoft integrations will connect these systems.
Sales Cloud and Marketing Cloud will use this information to coordinate adviser communications and consultant outreach. When an adviser engages with content, a regional consultant can see that activity and continue the conversation with greater context.
Contentful will power the new website and personalize materials according to each adviser’s business. Retirement plan advisers and wealth managers may therefore see different tools, investment resources, and product information.
Palmata will monitor how AI services such as ChatGPT and Gemini describe the company. Its reports will identify inaccuracies, compare visibility with peers, and recommend changes that may improve representation in AI-generated answers.
All published materials will continue through The Pacific Financial Group’s existing compliance process. The company plans to begin with an audit of its website and content before building the data foundation and personalized experience.
KEY QUOTES
“With Salesforce and Contentful on one platform, everything we know about an advisor and everything we publish will finally work together.”
Megan Meade, CEO of The Pacific Financial Group
