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In the competitive world of wealth management, delivering personalized service and a comprehensive understanding of clients is crucial. However, many financial advisors struggle with fragmented client data, resulting in incomplete profiles that hinder relationship building and slow portfolio adjustments. This case study explores how AiSynapTech’s Salesforce-powered Customer 360 solution transformed the way a leading wealth management firm handled client relationships.
Incomplete Client Profiles Hindering Relationship Growth
Wealth management advisors often found themselves struggling with incomplete or siloed client data. Portfolio details, client goals, and communication histories were scattered across different systems, making it challenging to gain a unified view of each client. This gap led to delayed decisions, missed opportunities for deeper engagement, and inefficiencies in managing client portfolios. Key Pain Points:
Fragmented client data across multiple platforms
Inability to get a 360-degree view of each client
Slow portfolio adjustments due to incomplete insights
Limited ability to tailor services based on client needs
Missed opportunities for upselling or cross-selling services
Implementing a Unified, Holistic Client View with Salesforce
AiSynapTech took a strategic approach by implementing Salesforce’s Customer 360 solution tailored for wealth management. Our team worked closely with the client to integrate various client data sources—portfolios, financial goals, communication history—into a unified platform. This ensured that advisors could access a complete, real-time view of each client, streamlining processes and improving service quality. Key Steps in Our Approach:
Integration of client data across portfolio, goals, and communication
Use of Salesforce tools to centralize data and enhance collaboration
Real-time updates for portfolio adjustments and financial planning
Automated alerts and reminders for client follow-ups
Ongoing support and optimization post-implementation
360-Degree Wealth Profiles for Better Client Relationships
The solution built by AiSynapTech was designed to provide a comprehensive, single view of each client’s portfolio, goals, and communications history. This empowered advisors to make data-driven decisions, offer tailored advice, and proactively manage client relationships. The platform also enabled faster portfolio adjustments and more personalized financial planning. Solution Highlights:
Salesforce-based Customer 360 implementation
Centralized data for portfolios, goals, and communications
Real-time access to client profiles for advisors
Automated workflow and task management for efficiency
Enhanced reporting and analytics to drive strategic decisions
KPI
Before AiSynapTech
After AiSynapTech
Improvement
Client Relationship Value
$X Million
$X + 29%
29% increase
Portfolio Adjustment Time
10 days
8 days
20% faster
Client Engagement Rate
65%
85%
20% increase
AiSynapTech’s solution drove significant improvements in client relationship value, advisor efficiency, and portfolio management speed.
“Since implementing AiSynapTech’s Salesforce solution, our ability to manage client relationships has improved dramatically. We can now provide clients with faster, more personalized advice, which has helped us build stronger, more profitable relationships. The integration was seamless, and the results speak for themselves.” – Wealth Management Firm Executive
