Regional Trust & Asset Management Firm
Solution Stack
Sales Cloud
Business Units
Advisors, Client Service, Operations, Compliance
Services
Advisory, Implementation, Integrations
Timeline
12 weeks
The Experience Was Strong, The Process Was Not
A regional trust and asset management firm known for its fiduciary expertise and client-first philosophy. The firm delivers personalized wealth and trust services but relied heavily on legacy processes to support its operations.
While client relationships remained strong, internal processes struggled to keep pace with expectations for speed and consistency.
Problem
Advisors and service teams relied on paper-based workflows and disconnected systems. CRM usability issues led to inconsistent adoption, and onboarding processes varied across teams.
This created delays, duplication of work, and limited visibility into client activity.
Process
The approach focused on simplifying and standardizing the experience across teams.
- Migrated to a modern Salesforce interface
- Digitized onboarding and account opening workflows
- Automated deal tracking, templates, and checklists
- Consolidated client data into a unified platform
- Delivered in-person training to drive adoption
Results
The firm transitioned from manual, fragmented processes to a streamlined and scalable client experience.
- Widespread Salesforce adoption across teams
- Elimination of paper-based workflows
- Faster and more consistent onboarding
- Improved visibility into client activity
Advisors moved from managing systems to managing client relationships.
Executive Impact | Operational Impact | Business Shift |
|---|---|---|
Faster Time-To-Value | Reduce Admin Burden | Digitized Processes |
Scalable Service Model | Improved Consistency | Standardized Delivery |
Impact on Brokers & Clients
Clients experienced faster onboarding and more reliable service. Advisors gained more time to focus on relationships, improving overall trust and satisfaction.
