Unifying legacy systems, automating workflows, and delivering a connected Advisor experience.
Problem
A leading North American wealth and asset management firm relied on a legacy CRM to manage client accounts, Advisor activity, and operational workflows across multiple business lines. Over time, the platform struggled to:
- Provide a consolidated view of client holdings
- Automate case assignment and escalation
- Support efficient reporting and analytics for decision-making
The firm needed to:
- Migrate Sales, Service, and Expense Management processes to a more scalable platform
- Improve operational efficiency through automation
- Ensure compliance with strict regulatory requirements
The highly customized legacy environment made the migration complex, requiring careful planning, mapping, and validation to maintain business continuity.
What We Did
Vectr Solutions partnered with the client to implement Salesforce Financial Services Cloud (FSC) from the ground up, consolidating data, automating workflows, and integrating core systems to create a unified Advisor experience.
Our work included:
- FSC Data Model Design – Built a Salesforce FSC data model aligned with wealth and asset management operations
- Data Migration – Migrated 2–7 million records per hour with full-volume ETL migration and automated error handling
- Systems Integration – Connected FSC with Advisor portals, account systems, and BI platforms for a complete 360° client view
- Workflow Automation – Streamlined case management with SLA-based assignments, milestones, and escalations
- Advanced Analytics – Delivered dynamic dashboards, predictive analytics, and configurable reporting for better compliance and decision-making
Outcomes
The new CRM environment provided the wealth and asset management firm with a scalable, modern platform designed for Advisor productivity and regulatory compliance. Post-launch benefits included:
- High-speed data migration with 2–7M records processed per hour
- 360° visibility into Advisor interactions, client accounts, and fund allocations
- Faster case resolution through automated SLA workflows and escalations
- Actionable insights via predictive analytics, dynamic dashboards, and integrated reporting
