About The Client

A global financial services company providing customized wealth management and financial solutions. The company supports corporations, institutional investors, financial institutions, financial sponsors, and retail banking networks by delivering innovative and sustainable financing and investment solutions.

Business Challenge

  • The organization began facing operational challenges due to the complexity of data across multiple financial firms and products within the financial services sector.

  • The existing Salesforce implementation suffered from an unmanaged user interface, making it difficult for the Sales and Research teams to analyze data accurately.

  • The organization was seeking a service provider capable of enhancing and optimizing their existing complex Salesforce system.

Business Solutions

  • Implemented Salesforce as a frontend solution and added reports and dashboards to improve visual representation for users.

  • Developed multiple reports and dashboards to provide Performance and Characteristics views for products, delivering the appropriate level of product and fund visibility to different departments.

  • Established proper visibility for different user groups and remediated workflows and data across Activities, Opportunities, and Cases.

  • Provided a new user interface to showcase all research notes for a case along with the associated securities.

  • Implemented activity tracking functionality to help consultants capture their activities and sales support efforts.

  • Focused on adding a new case type with integration from the Investment Portal, along with enhanced email templates and conditional email formatting.

Results

Improved Product Analysis 

Enabled deeper insights into product performance, supporting data-driven decision-making and optimization of product offerings.

Streamlined Sales Operations 

Provided Sales teams with a unified, intuitive interface offering comprehensive information at a glance, eliminating manual searches across portfolios and research repositories.

Advisor-Focused Insights 

Delivered actionable visibility into Advisors’ books of business, empowering more targeted, relevant, and impactful engagement with advisors.

Related Case Study

LET’S WORK TOGETHER

Let’s Talk About How We Grow Your Business