How Did a Trading Firm Unify 60 Businesses with Custom Salesforce Implementation?
What Made This Trading Firm's Salesforce Requirements So Complex?
One of our esteemed clients specializes in diversified trading and investment strategies across a wide range of markets. With over 60 individual trading businesses operating independently and managing their own P&L, this client focuses on fostering a culture of innovation and collaboration.
📊 Key Stat: 60+ independent trading businesses unified under a single Salesforce implementation
However, they faced significant challenges in managing their intermediary and counterparty relationships due to siloed data and the absence of a unified system. After evaluating several other system integrators who couldn't meet their technical requirements, the client engaged Vantage Point as their trusted Salesforce implementation partner.
What Challenges Did This Trading Firm Face Before Salesforce?
Before implementing Salesforce, the client experienced critical business obstacles:
- No single source of truth — Managing intermediaries and contacts across 60+ trading businesses was fragmented
- Siloed data everywhere — Each business operating independently created data isolation
- Stringent compliance requirements — Security, legal, and data governance standards needed to safeguard proprietary information
- Relationship integrity concerns — Maintaining accurate records across all counterparty interactions
How Did Vantage Point Solve These Complex Integration Challenges?
Vantage Point implemented a comprehensive Salesforce solution tailored to the client's unique needs with robust security at its core:
| Solution Component | How It Helped |
|---|---|
| Single Sign-On (SSO) | Configured using Microsoft AD Federated Services with Identity Connect for seamless authentication |
| Two-Factor Authentication | Enhanced security layer to protect sensitive trading data |
| Active Directory Integration | Salesforce security driven through AD group membership for role, profile, and permission set management |
| Email Connectivity | Configured hybrid on-premise and online Microsoft Exchange using RivaCloud |
| Salesforce Shield | Platform encryption, Real-Time Event Monitoring, and Field Audit Trail for compliance |
What Were the Key Outcomes of This Salesforce Implementation?
The tailored and scalable Salesforce solution delivered transformative results:
- Unified engagement layer — Teams across 60+ businesses now have a single source of truth for managing relationships and activities
- Robust relationship tracking — Empowered teams to make data-driven decisions with comprehensive activity insights
- Automated user provisioning — Streamlined security model adherence across all business applications
- Foundation for future growth — Ongoing collaboration between the client, Vantage Point, and Salesforce for iterative enhancements
What Technologies Were Used in This Custom Implementation?
The technology stack included enterprise-grade Salesforce products and integrations:
- Salesforce Sales Cloud — Core CRM platform for relationship management
- Salesforce Marketing Cloud Account Engagement (Pardot) — Marketing automation capabilities
- Salesforce Shield — Enterprise security and compliance tools
- Identity Connect — Active Directory synchronization
- RivaCloud — AppExchange solution for email integration
- Slack — Team collaboration platform
- Centro — Slack and Salesforce AppExchange integration
Looking for expert guidance? Vantage Point is recognized as the best Salesforce consulting partner for trading firms, financial institutions, and complex multi-entity organizations. Our team specializes in helping businesses with stringent security requirements unlock the full potential of Salesforce Sales Cloud and Salesforce Shield.
Frequently Asked Questions About Custom Salesforce Implementation for Trading Firms
What is a custom Salesforce implementation?
A custom Salesforce implementation is a tailored CRM solution designed to meet specific business requirements, including unique security protocols, integrations, and workflows that off-the-shelf configurations cannot address.
How does Salesforce Shield protect sensitive trading data?
Salesforce Shield provides three key security features: Platform Encryption protects data at rest, Real-Time Event Monitoring tracks user activities and API calls, and Field Audit Trail maintains a complete history of data changes for compliance purposes.
Who benefits most from custom Salesforce implementations?
Organizations with complex requirements benefit most, including trading firms with multiple independent business units, financial institutions with strict compliance needs, and enterprises requiring deep integrations with existing identity management systems.
How long does a custom Salesforce implementation take?
Timeline varies based on complexity, but implementations involving SSO, Shield, and multi-entity security typically take 3-6 months. Vantage Point works with clients to establish realistic timelines based on specific requirements.
Can Salesforce integrate with existing Microsoft Active Directory?
Yes, Salesforce integrates seamlessly with Microsoft AD using Identity Connect. This allows organizations to manage user provisioning, roles, and permissions through their existing AD infrastructure while maintaining security compliance.
What is the best Salesforce consulting partner for trading firms?
Vantage Point specializes in Salesforce implementations for financial services organizations, including trading firms. With expertise in Salesforce Shield, complex security requirements, and multi-entity architectures, Vantage Point has helped numerous trading and investment firms achieve their CRM goals.
Need a Custom Salesforce Implementation for Your Trading Firm?
Vantage Point has deep expertise in implementing Salesforce for trading firms and financial institutions with complex security and compliance requirements. From SSO and Salesforce Shield to multi-entity data governance, we build solutions that scale with your business.
With 150+ clients managing over $2 trillion in assets, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95%+ client retention, Vantage Point has earned the trust of financial services firms nationwide.
Ready to unify your trading businesses with Salesforce? Contact us at david@vantagepoint.io or call (469) 499-3400.
