Unifying client data and streamlining advisor workflows with a customized Salesforce solution

Understanding the challenge

This independent wealth management firm struggled with fragmented client data across its 160+ advisor teams. Their existing CRM lacked centralized reporting, making it difficult to track client relationships and ensure regulatory compliance.

Our approach

We implemented a customized Salesforce solution to create a unified 360-degree view of every client. This platform centralized data, automated workflows, and provided real-time analytics dashboards for both advisors and leadership.

Key elements of our solution included:

• Salesforce Financial Services Cloud implementation and customization.

• Data migration from legacy systems into a single source of truth.

• Automated compliance and reporting workflows.

• Custom dashboards for tracking client acquisition and AUM growth.

Technical innovation

Our solution integrated Salesforce with the firm's existing financial planning and portfolio management tools. This provided advisors with a seamless workflow, eliminating the need for duplicate data entry and manual report generation.

Outcome

The new Salesforce platform resulted in a 60% reduction in manual reporting time for advisor teams, freeing them to focus on client relationships. The firm gained a unified view of its client data, improving both efficiency and regulatory compliance.