The Pacific Financial Group signs Salesforce deal to reach advisors who research with AI

Nov 12, 2026
The asset management platform will use Salesforce, Contentful and Palmata, a tool that tracks how AI agents describe a firm, for a new advisor website and outreach.

The Pacific Financial Group, a turnkey asset management platform for financial advisors, has signed a multi-year agreement with Salesforce, according to a press release. It will use Sales Cloud, Data 360, Marketing Cloud and Contentful, the content platform Salesforce recently acquired, to build a new website and connect every advisor touchpoint, from email to its regional consultants.

The deal also includes Palmata, which checks how AI agents describe a firm when they research it on someone's behalf. "More of them now start their research by asking AI," CEO Megan Meade said of advisors. "With Palmata, we'll know how AI agents describe The Pacific Financial Group and make sure that answer is accurate."

The new site will personalise what each advisor sees: a retirement plan advisor, for example, might be shown tools for self-directed brokerage accounts. All content will still go through the firm's existing compliance review. The release does not give the contract value.

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