Highspot for wealth management
Earn trust with compliant engagement
Equip advisors and RMs to deliver compliant, high-value experiences that grow AUM at every touchpoint.
Power performance across wealth and asset teams
Wealth and asset managers face mounting pressure to exceed client expectations, comply with evolving regulations, and stand out in a crowded market. Highspot’s unified GTM platform empowers advisors, wholesalers, and relationship managers to deliver personalized, compliant, and measurable experiences across every product line, channel, and client interaction.
Retail and private wealth management
Help financial advisors deepen relationships with high-net-worth and mass affluent clients, delivering personalized, compliant experiences at scale.
RIA and independent advisor channels
Equip independent advisors with ready-to-go, firm-approved materials and guided sales plays while giving marketing visibility into what’s actually used.
Asset management distribution
Enable internal and external wholesalers to land your firm’s story, engage advisor channels, and drive AUM without straying from brand or risk protocols.
Institutional and OCIO relationships
Support relationship managers in delivering insight-driven, compliant communication to CIOs, consultants, and institutional buyers.
Boost performance across wealth and asset teams
Personalization at scale
Create compliant, buyer-specific Digital Sales Rooms with approved materials and proposals tracked end-to-end. Deliver tailored experiences fast while leaders see what drives action.
Document automation
Generate client-ready docs for wealth and asset managers from approved templates with AutoDocs. Merge data, lock brand/disclosures, and cut prep time so teams produce accurate, compliant paperwork in clicks.
Guidance, training, and coaching in the flow of work
Embed Highspot in Salesforce and Outlook to guide every step. Advisors surface the right content, plays, and next steps; managers reinforce skills with AI feedback and scorecards.
Safe, compliant AI for wealth and asset management
AI to guide teams and protect your brand
Surface only approved, role-specific recommendations, keeping advisors, wholesalers, and relationship managers compliant while moving deals forward.
Enterprise grade security for regulated industries
Meet global financial standards with secure, natively built infrastructure so client data stays protected at every touchpoint.
Identify and scale what works
Performance insights to drive AUM growth
Track skills, readiness, and performance by advisor, team, and region to see who’s on track and where to focus coaching.
Closed-loop content governance
Archive or update outdated materials directly from analytics dashboards, ensuring only compliant, current content reaches clients.
Highspot provides a fresh, exciting experience for our employees and has led to a community around content.
James Bickerton
Global Head of Client Development, Global Banking, HSBC
We have a source of truth for sales content. … We have data that empowers people to make the right decisions. … We can now say we have a knowledge network.
Swathi Padmanabhan
Senior Business Planning Manager, Visa
The unified platform makes a big difference. With everything available in one place, there is no need for sellers to click through to another platform.
Dana Klein
VP of Sales Strategy and Planning, Resolute Investment Managers
A high-performing go-to-market team starts here
Award-winning artificial intelligence
Agentic AI that acts with insight so every move makes an impact. Whether it’s moving a deal forward, scaling an initiative, or turning around a quarter, agentic AI helps GTM teams rise to the moment with clarity, confidence, and impact.
Actionable analytics
Turn every GTM signal into performance-driving insights. Track adoption, behavior change, and outcomes with unified analytics across content, training, coaching, and engagement to understand business impact and optimize your GTM strategy.
Industry-leading ecosystem
AI-powered execution embedded in every GTM workflow. Highspot connects with your GTM stack—Salesforce, Outlook, Slack, and more—embedding AI-powered guidance in daily workflows and enhancing the impact of your existing AI tools.
Enterprise security and compliance
Enterprise-grade security built for AI-powered go-to-market. Highspot safeguards your content and data with encrypted AI inference, role-based access, global compliance support, and a commitment to never using customer data to train models.
Conversation intelligence
Go beyond call transcripts. Measure, coach, and grow skills that drive performance. Highspot connects practice and real-world performance using a skill framework to evaluate calls, training, and Role Play, then deliver targeted feedback that drives growth.
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