Overview

Our client is a leading retirement and wealth management firm offering comprehensive financial planning, investment management, and advisory services to help individuals and organizations achieve their financial goals. With over $89 billion in assets under management and 185 offices nationwide, they serve more than 6 million clients across the United States.

As a trusted partner for retirement and wealth planning, our client aimed to transform their business by focusing on the advisor experience and operational excellence—with the goal of delivering more value to clients. However, their outdated technology infrastructure and disjointed systems hindered their ability to provide a seamless, personalized client experience. Therefore, they sought a partner to help overhaul their technology stack and implement an integrated Salesforce solution, unlocking new levels of efficiency, productivity and client service.

Challenges

Before embarking on their Salesforce journey, our client faced several challenges preventing them from realizing their full potential, including:

• Disconnected systems and data sources limiting visibility into client information
• Manual workflows and processes leading to inefficiencies
• Legacy paperwork and administrative tasks slowing advisors
• Difficulty providing personalized service and a cohesive client experience
• Limited scalability restricting growth opportunities

In summary, these challenges prevented our client from achieving their vision of streamlined advisor workflows, hyper-personalized client experiences, and future scalability.

Solution

Vantage Point implemented a tailored Salesforce solution addressing these challenges with key components:

• Financial Services Cloud: Consolidated data and 360-degree client view
• Marketing Cloud: Enabled personalized, automated lead nurturing and consistent client communication
• Integrations: Connected planning tools MoneyGuidePro and portfolio accounting tool Orion
• Custom Lightning Desktop: Streamlined advisor workflows, opportunity focus and “one click” proposal generation
• Analytics: Delivered visibility into books of business, lead scoring

Throughout the project, we worked closely with stakeholders, ensuring alignment and change management.

Outcomes

With their Salesforce solution in place, our client achieved:

• Improved Experiences: Personalized recommendations strengthened advisor-client relationships.
• Increased Efficiency: Workflow automation and data integration drove productivity gains.
• Better Decisions: Analytics provided visibility to guide strategic choices and daily focus.
• Scalability: With an extensible platform, our client gained a foundation for growth.

By partnering with Vantage Point to guide its tailored Salesforce implementation, our client was able to launch a platform that consolidated data into a 360-degree client view, enabled personalized and automated lead nurturing through Marketing Cloud, integrated planning tools and portfolio accounting systems, and streamlined advisor workflows with an optimized Lightning desktop. These enhancements drove improved operational efficiency, client experiences, data-driven insights, and scalability to accelerate the client's success.

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