An Independent Wealth Management Firm

Salesforce Financial Service Cloud Implementation Support for an independent wealth management firm located in Silicon Valley, California, USA

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The Customer

The customer is an independent wealth management firm located in Silicon Valley, CA. Founded
in the mid-2000, their goal is to design wealthier lives for their clients.

Over time, they help their clients live wealthier lives that are focused on what’s most important to them not only their
financial wealth but the arc and trajectory of their lives.

With a network of trusted professional advisors and independent resources to assist clients, they help their customers invest with purpose as well as for profit, leveraging their financial wealth to create greater meaning by benefitting local communities and the planet.

Business Consulting

Financial Services

Industry

500+

50+

Company Size

$100+ Million

$100+ Million

Est. Revenue

Salesforce Org/ Pardot Merger & Consolidation

Salesforce Financial Services Cloud Implementation Support

Solution

The Challenge

To serve clients better and grow their network of trusted advisors, the Customer wanted to get a series of tasks and optimizations completed for their Salesforce Financial Services Cloud implementation with the objective of streamlining their business operations. The vision was for the firm’s resources to be better equipped with the critical intelligence for greater access to customer insights and make more informed client decisions.

The customer decided to onboard Folio3 for their Salesforce Financial Service Cloud Implementation support project.

Here are some of the challenges that were faced by their team:
  • Configuration issues of Web-to-Case / Web-to-Lead forms with improper formatting/validation.
  • Incorrect loading of several address management fields.
  • Inadequate understanding of client preferences and priorities.
  • Integration issues with the third-party apps/ platforms.
  • Issues with monitoring and managing reports as well as obtaining critical performance metrics.

The Solution

Our experienced Salesforce Financial Service Cloud experts always ensure a frictionless customer experience for our clients. Our team of qualified professionals made sure that the project is complete to the client’s exact specifications while delivering the greater business value.

Folio3 team performed the requirements analysis and carefully collaborated with the client’s business managers and advisors. The Salesforce FSC implementation support project was completed seamlessly and thorough end-user training was provided to the end users for smooth adoption of the improved system.

These enhancements to the Salesforce FSC helped the client achieve the following objectives:
  • Restructuring of Address Management fields
  • Improved Personal Data Forms
  • Box.com Integration
  • Workflows and Templates Management
  • Appropriate Data Migration
  • Enhanced Reports & Role Based Dashboards
  • 3rd Party Integrations for Google Ads, MailChimp, and document merge)
  • End-user Training

The Result

Upon the successful completion of the project, the enhancements to the Salesforce Financial Service Cloud implementation drove some immediate results for the Customer, mainly an increase in their productivity and time reduction on administrative tasks, along with:
  • Streamlining workflows for their wealth managers
  • A self-service portal for clients directly built-in Salesforce
  • Their advisors were able to close more deals (with predictive alerts) with the help of Einstein Opportunity Insights using AI and ML.
  • An instant improvement in managing their clients’ households, businesses, and related individuals all in one place.
  • Delivering customized advice across channels.
  • Faster informed decisions with Access to analytics (reports and dashboards).

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Folio3 helped MajorKey in merging two separate SalesForce Companies into one. Through the merger, we achieved the following objectives for MajorKey

  • Single source of Sales Data
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  • Streamlined Financial Visibility
  • Enabled Sales Cross/Upselling
  • Reduced Administrative overheads
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  • Reduced Licensing Costs

Our experience with Folio3 has been beyond expectations. Folio3 has completed multiple Salesforce development projects as well as provided suggestions for enhancements for our CRM. The workshops were planned with my team and discussed in detail. Folio3 brings the expertise needed for our organization.

Client name
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Evo Systems is a U.S.-based company that manufactures windows, doors, glass and related specialty parts to the construction industry.

Folio3 helped Evo Systems build Multiple Salesforce connectors to help enrich their CRM experience.

The connector achieved the following benefits for Evo Systems.

  • Seamless communication between Salesforce and other systems.
  • Opportunity Management in Salesforce
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Client name
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Industry
Distribution
No.of Employees
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Est. Revenue
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Wealth Management Firm

Salesforce Financial Services Cloud Implementation Support for an independent Wealth Management firm

Our client is an independent wealth management firm located in Silicon Valley. They help their customers navigate the financial and personal challenges that come with change and complexity and also ask them big questions about what they want from their lives.

Folio3 helped this client with supporting their Salesforce Financial Services Cloud Implementation through the below activities:

  • Address Management
  • Data Migration
  • Workflows and Templates
  • End user training
  • Dashboards and Reporting
  • Box, Google Ads, MailChimp Integration
Client
Wealth Management Firm
Industry
Financial
No.of Employees
50 - 100+
Est. Revenue
$100+Million
Location
Mountain View, CA USA
Global Health

The customer is a Global Medical Device Manufacturing company specializing in Neuromodulation, Vagal Nerve Stimulation (VNS), Neuroscience, and Bioelectronic Medicine.

Our client is an independent wealth management firm located in Silicon Valley. They help their customers navigate the financial and personal challenges that come with change and complexity and also ask them big questions about what they want from their lives.

With a mission to help patients across the globe who suffer from pain and chronic conditions, they fulfill this goal by harnessing the power of nVNS, innovation, and technology to develop safe and clinically backed treatments.

  • Streamlining workflows
  • Data Migration
  • Improvement in managing clients’ records
  • A self-service portal
  • Einstein Opportunity Insights
  • Dashboards and Reporting
  • Deliver personalized advice across channels
Healthcare
Device Manufacturing Company
Industry
Healthcare
No.of Employees
50 - 100+
Est. Revenue
$100+Million
Location
Basking Ridge, NJ USA