Consolidating Wealth Management Data for a Seamless Client View

A Wealth Management institution in Canada was using two different fund providers to manage their investments. However, this required logging into three separate systems to view the full customer data. The client wanted to consolidate all the information into one system for easier access and improved efficiency.

• Assessed the data requirements from the two external investment systems.
• Designed an integration to pull the necessary data from the external systems into Salesforce.
• Developed a solution to combine the data from Salesforce’s Sales Cloud and the external systems into a single view of the customer.

• Users now have a consolidated view of customer information, combining both Sales Cloud and data from the two external investment systems.
• The data is accessible on a single page within Salesforce, eliminating the need to switch between multiple systems.

• Streamlined workflow by reducing the need to log into multiple systems.
• Enhanced visibility of customer information, improving decision-making and client management.
• Increased efficiency in handling client data and interactions.