MuleSoft for Wealth and Asset Management

Modernize client and advisor experiences.

Turn client data into actionable insights to deliver personalized advice that earns client trust and builds more long-lasting relationships.

Connectivity benchmark report

The state of digital transformation

The stakes couldn't be higher for organizations that fail to drive digital initiative effectively.

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Download the report Digital transformation drives engagement and productivity in financial services

$ 7M

Lost revenue

if organizations fail to complete digital transformation.

90 %

Data silos

cited as a persistent challenge for organizations.

52 %

IT failed

to successfully complete digital transformation on time.

Featured report

Gartner names MuleSoft a Leader and a Visionary

Read why MuleSoft was recognized for EiPaaS and API Management.

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7x

Leader

Gartner® Magic Quadrant™ for Enterprise Integration Platform as a Service (iPaaS).

6x

Leader

Gartner® Magic Quadrant™ for API Management.

1x

Visionary

Gartner® Magic Quadrant™ for RPA.

Case study

RBC Wealth Management onboards customers in 24 minutes

Watch how RBC Wealth Management accelerated legacy modernization with an API-first integration strategy.

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Download IT Leaders Pulse Report for insights from 1,000 IT leaders on people, processes, and tech.

24

minute

average onboarding time

3X

faster

project delivery time

50 %

lower

maintenance costs

Engage customers and employees with a single, connected platform.

Improve client and advisor experiences.

Maximize efficiency with automation and deliver modern experiences from engagement to relationship management.

Deliver premium service every time.

Build trusted client relationships from day one with timely, personalized experiences on any channel and at every touchpoint.

Put your data to work with AI.

Stop foraging and let AI help you anticipate opportunities, recognize client needs, and recommend next actions.

Purpose-built solutions.

Unlock client and core system data.

Integrate data, wherever it resides- on-premises, cloud or hybrid.

Increase business agility with APIs.

Empower your developers, partners and policyholders to discover and reuse APIs.

Create connected client experiences.

Deliver both integrated and automated experiences (e.g.STP) faster with an API and integration marketplace.

Customer story

Invesco cuts development time by 92% with API-led integration.

"MuleSoft helped reduce our development hours by 92%, Integration projects that used to take months now take only a few weeks, so we have more time to innovate.”

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Accelerate innovation with Salesforce Direct, powered by MuleSoft.

MuleSoft direct for financial services cloud

MuleSoft Accelerator for Financial Services - Wealth and Asset Management

Speed up implementation.

Empower the business to enable integrations in Financial Services Cloud that developers can customize using Anypoint Platform.

Achieve time to value faster.

Use pre-built solutions in BIAN-standard for Customer 360 initiatives and business critical operations to accelerate time to value.

Turnkey solution for less.

Start smaller and faster while still benefiting from the full power of MuleSoft. Build on our foundation as your needs evolve.

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Want to talk to someone about wealth and asset management solutions?

Ask about MuleSoft products, pricing, implementation, accelerators, or anything else. Our highly trained reps are standing by, ready to help.

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Want to talk to someone about wealth and asset management solutions?