New platform unites Sales Cloud, Data 360, Marketing Cloud and Contentful, with Palmata's visibility for agentic AI, to give every advisor a more personal, connected experience

NASHVILLE, Tenn., Nov. 12, 2026 /PRNewswire/ -- The Pacific Financial Group, a turnkey asset management platform serving financial advisors, today announced a multi-year agreement with Salesforce to transform how advisors discover, learn about and work with The Pacific Financial Group. The agreement brings together Salesforce Sales Cloud, Data 360 and Marketing Cloud with Contentful, the digital experience platform recently acquired by Salesforce, along with Palmata, which helps firms stay visible and accurately represented as AI agents increasingly do research on advisors' behalf.

Together, these platforms will power a new website for The Pacific Financial Group and a connected advisor experience. Every interaction an advisor has with The Pacific Financial Group, on the website, by email, with a regional consultant or inside The Pacific Financial Group's advisor tools, will be informed by what The Pacific Financial Group knows about that advisor's needs.

"Advisors expect the same personal, connected experience from their investment partners that they get everywhere else online, and more of them now start their research by asking AI," said Megan Meade, Chief Executive Officer of The Pacific Financial Group. "That changes what it means to be found and what it means to be helpful. With Salesforce and Contentful on one platform, everything we know about an advisor and everything we publish will finally work together. Our regional consultants, our communications and our website will all reflect what each advisor actually needs. And with Palmata, we'll know how AI agents describe The Pacific Financial Group and make sure that answer is accurate. This is how a TAMP should show up for advisors in the age of agentic AI."

A world-class website that adapts to each advisor

The Pacific Financial Group's new website will be built on Contentful, a headless content platform that lets The Pacific Financial Group create content once and publish it across the channels advisors use, starting with tpfg.com. Advisors will see one consistent brand from The Pacific Financial Group, and all content will continue to go through The Pacific Financial Group's existing compliance review process.

With Contentful Personalization, the site will tailor what each advisor sees to their practice. A retirement plan advisor might see tools for simplifying self-directed brokerage accounts, such as the SDBA Plan Check. A wealth advisor visiting the same page might see The Pacific Financial Group's institutional managers through EPIC Choice.

The Pacific Financial Group will also use Palmata to understand how AI tools such as ChatGPT and Gemini describe The Pacific Financial Group today. As more advisors turn to AI assistants and agents to research investment platforms, Palmata will help ensure they find accurate, current information about The Pacific Financial Group's solutions.

Agentic AI is changing how advisors find investment partners. Instead of searching and clicking through websites, advisors are beginning to ask AI agents to research turnkey asset management platforms, compare offerings and recommend options. Palmata tracks how these AI systems describe The Pacific Financial Group through multiple reports a month, compares that with peers, and identifies the content changes that will improve accuracy and visibility. The Pacific Financial Group will use those recommendations with Contentful to make those changes more easily across multiple channels, starting with the new website, which is designed to be understood by AI agents as well as by people.

"Personalization used to mean putting an advisor's name at the top of an email," said Michael Mendenhall, Executive Vice President, Chief Marketing Officer and Chief Communications Officer of The Pacific Financial Group. "Now it means understanding what each advisor is trying to solve and meeting them there: on our website, in their inbox, in the conversation with their regional consultant and in the answers AI gives them. Data 360 tells us what matters to each advisor, and Contentful lets us show them exactly that. As advisors turn to AI to research partners, Palmata gives us transparency into how AI agents describe us and a clear strategy for answer engine optimization, so we know what to change, and why, to keep that picture accurate. Because every piece of content still runs through our compliance review, we can be more personal and more visible without giving up the accuracy advisors count on."

One connected view of every advisor

At the center of the new experience is Salesforce Data 360. It brings together what The Pacific Financial Group knows about each advisor, from website visits and email engagement to activity in RiskPro, GPS and connected platforms such as Orion and Envestnet, via The Pacific Financial Group's existing MuleSoft integrations, into a single, secure profile.

From there, the platforms work together:

• Sales Cloud with Marketing Cloud work as one team. Marketing Cloud delivers timely, relevant information, such as webinars, product updates and follow-ups, based on what each advisor is actually doing, including website visits and other triggers from connected data sources. When an advisor engages, their regional consultant sees it in Sales Cloud, so the next call picks up right where the advisor's interest left off. What consultants learn in those conversations then shapes the communications advisors receive next.
• Contentful Personalization tailors the website to each advisor, so what an advisor sees online matches what they hear from their regional consultant.

Salesforce completed its acquisition of Contentful, a composable content platform used by more than 4,800 brands, on September 1, 2026. Contentful is being connected with Salesforce, bringing customer data and content together. For The Pacific Financial Group, that means website personalization will be delivered through Contentful, working alongside Salesforce customer data and communications.

What it means for financial advisors

• Relevant content, faster. The website and communications will reflect each advisor's practice, whether they serve retirement plan participants, individual wealth clients or both.
• Better conversations. Regional consultants will come to every call already understanding what an advisor has been exploring.
• One consistent voice from The Pacific Financial Group. The same accurate information will appear on the website and, over time, in other advisor channels and in AI answer engines.
• Less searching. Advisors will spend less time looking for the right resources and more time serving their clients.

The rollout begins with The Pacific Financial Group's internal audit of its current website and content, followed by the new data foundation and the launch of the personalized website. The Pacific Financial Group expects the new experience to be live by [Month 2027].

What this means for marketing

The way buyers discover and choose companies is changing. For two decades, marketing was built around search rankings, static web pages and campaign calendars. Three shifts are rewriting those rules:

• From search results to AI answers. Buyers increasingly ask AI assistants and agents for a recommendation instead of scanning a page of links. Being visible now means being the source AI trusts, a discipline known as answer engine optimization (AEO) and generative engine optimization (GEO).
• From campaigns to individual moments. With unified advisor data and AI that can assemble content on demand, marketing shifts from broad segments to the individual advisor, and from scheduled campaigns to the moment an advisor shows interest.
• From disconnected tools to one platform. When advisor data, content and AI share one platform, marketing, sales and service act on the same understanding of each advisor, instead of each team working from its own partial picture.

For regulated industries such as financial services, these shifts raise the bar. Every AI answer, personalized page and automated message still has to be accurate and compliant. The Pacific Financial Group's approach, creating content once and running it through its existing compliance review before using it across channels, is designed for that reality.

About The Pacific Financial Group

The Pacific Financial Group, Inc. (TPFG) is an SEC-registered investment adviser and turnkey asset management platform (TAMP) that pioneered Self-Directed Brokerage Account (SDBA) management for 401(k), 403(b), and 457 retirement plans. Headquartered in Nashville, Tennessee, TPFG partners with financial advisors nationwide to deliver institutional-caliber investment management, fiduciary support, and technology solutions to retirement plan participants. For more information, visit www.tpfg.com.

About Salesforce

Salesforce helps organizations of any size become agentic enterprises – integrating humans, agents, apps, and data on a trusted, unified platform to unlock unprecedented growth and innovation. Visit www.salesforce.com for more information.

About Contentful

Contentful is a leading digital experience platform that helps modern businesses meet the growing demand for engaging, personalized content at scale. By blending composability with native AI capabilities, Contentful enables dynamic personalization, automated content delivery, and real-time experimentation, powering next-generation digital experiences across brands, regions, and channels for more than 4,800 organizations worldwide. For more information, visit www.contentful.com.

About Palmata

Palmata gives organizations the power to understand, measure, and improve how AI answer engines represent their company, so teams can confidently control their brand's reputation. Through Adaptive Deep Research, powered by Palmata's Sounder Discovery Agent, Recommended Actions and Simulated Impact, Palmata helps teams identify what content to change, why it matters, and how those changes may influence AI-generated answers, turning AI discovery risk into a credible plan for growth. For more information, visit palmata.ai.

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SOURCE The Pacific Financial Group