A multinational wealth management firm headquartered in the U.S., faced a unique challenge. The company was hesitant to migrate to Salesforce Financial Services Cloud (FSC) before it became widely adopted, partly to avoid higher licensing costs, yet they needed more functionality and customization from their existing Salesforce Sales Cloud.
As a firm overseeing a high volume of institutional client transactions—such as capital calls, redemptions, fund transfers and account rebalancing—they required a robust workflow solution to manage these processes with greater efficiency and control. Their existing operations relied heavily on manual workflows and email communications, increasing operational risks, inefficiencies and the potential for errors.
Partnering closely with the client to understand their needs, we configured Salesforce Sales Cloud to deliver capabilities typically associated with Salesforce FSC. By tailoring the platform to handle the firm’s complex workflow, meeting preparation/note taking and activity management requirements, we enabled the client to bypass the higher FSC licensing fees without compromising functionality.
Our engagement evolved into a long-term managed services partnership. As the client built an internal Salesforce team, our role shifted from hands-on implementation to more of a strategic advisory role.
Our customized Salesforce Sales Cloud implementation allowed our client to realize substantial cost savings by avoiding additional FSC licensing fees while still benefiting from a platform tailored to their operational demands.
Our ongoing advisory relationship with the client positions them to remain proactive about Salesforce platform updates such as migrating away from older automation tools (e.g., Workforce Rules and Process Builder) to ensure optimal efficiencies and future readiness
