Credit: Glassdoor
St. Louis-based Buckingham Strategic Wealth is a growing organization of advisors, financial specialists, and national thought leaders in the wealth management industry. While they spend time focused on being the trusted advisors for everything financial for their clients, they turned to Perficient for help with their technology environment.
The Challenge
CRM adoption was lower than anticipated due to system response time, a non-intuitive user interface, few customized outputs, and overall low financial service or wealth management focus. They were using many different commercially available and custom-developed platforms mixed with proprietary technology for trading and portfolio management, none of which was providing the single source of truth they needed.
Enter Salesforce Financial Services Cloud
The Salesforce Financial Services Cloud transforms how wealth and asset management, banking, and insurance companies work with customers, as well as within their organizations. The solution helps improve the customer experience, strengthen client relationships, and drive new business by integrating sales, service, and marketing. Learn more about Salesforce Financial Services Cloud
A New and Improved Way of Managing Data
We replaced their legacy CRM with Salesforce Financial Services Cloud and integrated Orion’s Trade Order Management platform with Salesforce using Orion Connect, which was developed specifically for this implementation. To ensure a better rate of adoption than they experienced the first time, we delivered change management services in preparation for and support of the technical implementation.
Multiple Benefits Come with Salesforce Financial Services Cloud
With Financial Services Cloud, Buckingham now enjoys a true 360-degree view of the customer with full portfolio management integration with their CRM. The streamlined back-end operations like client onboarding have transformed customer engagement and supercharged cross-team collaboration, which was another struggle they faced. Strategies were designed and implemented to ensure preparation (and buy-in) of each impacted group that had unique cultures and processes.
Watch Perspectives on a Salesforce Financial Services Cloud Implementation
You can learn more about this implementation in this on-demand webinar: Perspectives on a Salesforce Financial Services Cloud Implementation. Do you have questions about your CRM? Let us help!
