What we deliver for operations leaders
Workflow automation
Flows and automations that move work from one step to the next, assign tasks, chase missing items and alert when something is late.
Client onboarding and account opening
Document collection, e-signature through DocuSign, approvals and system setup run as one tracked process.
Integration with core systems
CRM connected to custodial, core banking, loan origination and policy systems so data moves without re-keying.
Data migration and cleanup
Moves from Redtail, Junxure, Salentica, Wealthbox, SmartOffice and spreadsheets, with deduplication and data quality rules.
Operational reporting
Dashboards for volume, cycle time, backlog and exceptions by team and process.
Managed operations support
Ongoing admin and enhancement capacity so improvements continue after go-live.
What we see in operations teams
Processes live in people's heads
When one person is out, onboarding stalls because nobody else knows the steps.
The same data gets typed three times
CRM, custodian or core, and a spreadsheet each need the same client details.
Nobody can see the backlog
Work arrives by email, so leaders can't tell what's late until a client complains.
A previous implementation didn't stick
The CRM went live, but the team went back to spreadsheets within months.
What compliance needs from operations
- An audit trail for each account change and approval.
- Evidence that required documents were collected and reviewed before an account opened.
- Segregation of duties in approval steps.
- Exception tracking: what was late or out of policy, and how it was resolved.
- Retention of documents in line with your recordkeeping rules.
Recent work for operations teams
- $2.25B community bank: 340% ROI, 93% less manual data entry and 50% faster processing.
- National debt-resolution firm, 250+ employees: unified on Salesforce in 90 days, with 12+ integrations and 150+ users onboarded.
- National mortgage lender: loan cycle cut by 3 days.
Salesforce or HubSpot for operations?
Salesforce suits operations-heavy firms: multi-step processes, many teams, approvals, and integrations with custodial, core or loan systems. Flow and Financial Services Cloud handle complex onboarding and servicing.
HubSpot suits lighter processes in firms already on HubSpot, using workflows, Operations Hub for data sync and cleanup, and custom objects for operational records.
If you run both, we decide which system owns each process so your team works in one place.
Operations workflows that run in the CRM
Opening a new account
An approved opportunity triggers the onboarding checklist. The client signs through DocuSign, documents upload to the record, operations reviews them, and account data passes to the custodian or core system.
Processing a change request
A service request creates a task with the right approver. Once approved, the change flows to connected systems and the record shows who did what.
Morning backlog review
The operations manager opens a dashboard of work by stage and age and reassigns anything at risk.
Monthly process review
Cycle time by step shows where work waits, so the team fixes the slowest step first.
What operations leaders should track
- Cycle time: days from request to completion, by process and step.
- Backlog and aging: open items by stage, with anything past target flagged.
- Manual touches: steps still done by hand or re-keyed.
- Exception rate: share of items that needed rework or broke policy.
- Adoption: share of work started and finished in the system.
Your first four steps
- Pick one broken handoff and fix it end to end. Onboarding is usually the best candidate. Map it, automate it and measure cycle time before moving on.
- Write the process down before building. Document the steps, owners and exceptions with the people who do the work.
- List every place the same data is typed. Each one is an integration or automation candidate.
- Give managers one backlog view. When work is visible, it gets done in order.
Operations in your industry
- Wealth management: account opening and transfers with Orion, Tamarac, Addepar or Black Diamond data in the CRM.
- Banking: loan and deposit operations connected to core and to MeridianLink, Encompass or Blend.
- Mortgage and lending: loan status from Encompass, Blend, Calyx Path or Floify visible in the CRM.
- Debt settlement: enrollment, payments and negotiation workflows at volume.
"I'm loving the triggers. I love the automation. That's something we struggled with for a really long time, with everything being so manual." National consumer-finance client
Operations: questions
Can Salesforce replace our spreadsheets and email workflows?
For most operational processes, yes. Flow handles routing, approvals, reminders and data updates, and the record keeps the history. We start with the process causing the most delay.
Which systems can you connect?
We've delivered integrations with Orion, Black Diamond, Tamarac, Addepar, Pershing, Fidelity Wealthscape, Encompass, Blend, MeridianLink, Applied Epic and others, often through MuleSoft. Other systems connect through APIs or middleware.
Will automation cut headcount?
Usually it frees time for higher-value work and lets the same team handle more volume. Our $2.25B community bank client cut manual data entry by 93%.
What if our last implementation failed?
We look at why first: unclear process, poor data or no ownership after go-live. Then we fix the foundation before adding anything new.
How long does it take?
Most Salesforce operations projects take 8 to 16 weeks. Starting with one process shortens that and shows results sooner.