Transforming Wealth Management with Unified Client Data

A prominent wealth management institution in Canada was facing challenges with fragmented client data across three separate systems. This caused inefficiencies as advisors had to log into multiple platforms to gather client information, hindering seamless service and slowing down workflows. The firm sought a solution to consolidate the data and provide a unified, holistic view of their clients.

• Assessment of Data Needs: We thoroughly analyzed the institution’s workflows to identify the key data points required from their external fund providers.
• Custom Integration Design: Leveraging Salesforce’s API capabilities, we built integrations to pull real-time data from the external systems into Salesforce.
• Unified Customer View: Developed a centralized single-page solution in Salesforce, combining external fund data with Salesforce Sales Cloud for a seamless client view.

• Streamlined Workflows: Advisors now access all client data in one place, removing the need to switch between multiple systems.
• Improved Decision-Making: With all relevant client information readily available, advisors gained deeper insights into portfolios, leading to more strategic decisions.
• Enhanced Client Management: The firm could deliver more personalized, efficient service with faster access to complete client profiles.

• Operational Efficiency Boost: The firm significantly enhanced its operational processes, allowing for smoother and quicker workflows.
• Stronger Client Relationships: With a unified data view, the firm improved client service and relationship management.
• Industry Leadership: The institution was able to position itself as a leader in customer-centric wealth management.