Customer Story - Financial Group - SFDC

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Making connections with valued customers

When a financial group wanted to grow its services, we helped connect them with thousands of the nation's most respected financial advisors.

Relationships with customers have a direct impact on the growth of a company. There are many ways to nurture those relationships—a CRM system can be the difference between regular customers and ones that have deep loyalty to your business. Our client, a privately-held financial group, enlisted our help to help meet its growth goals. We partnered on the design and implementation of a scalable CRM architecture that allowed the financial group to connect with thousands of the nation’s most-respected financial advisors.

“We helped our client meet its growth objectives by strategically designing a roadmap and implementing a scalable CRM platform that prepared them for long term success.”
- Brian Kim, Technical Architect
Slalom Consulting

Race against the clock

Our client was poised for growth. It had purchased annuity capabilities and a registered broker from a competitor. The acquisition expanded distribution and allowed entry into the variable annuity market. In order to support its expansion, the group needed a scalable CRM platform, but the deadline for completing the acquisition was coming up fast.

A distributed approach to a single goal: deploy quickly

With experts spanning California to Connecticut, our distributed team designed and implemented a instance that met the financial group’s business needs. We collaborated to develop a strategic roadmap for the group’s CRM capabilities while integrating with legacy policy administration systems.

To meet our client’s contracted purchase date of annuity capabilities, we completed the first of two system releases in just 14 weeks.

System highlights:

  • Integration with the group’s new products and policy administration system

  • Support for changes in organizational structure

  • Updated design to reflect integration with the group’s new variable annuity policy system and cross-channel distribution model

“Slalom’s ability to understand the business requirements, work through obstacles, and provide an easy-to-administer, working design was truly impressive. We’ve already seen a tremendous adoption rate from our users.”
- Director of Distribution Technology

Poised for growth

We successfully delivered a scalable architecture to support our client’s operation and territory expansion across multiple products and distribution units. The Salesforce implementation extended the reach to thousands of the nation’s most-respected financial advisors across the broker dealer, independent marketing, and banking divisions.

The results:

  • High user adoption: Thanks to its ease of use, users quickly began using the system to manage agent records, log activities, and track performance.

  • New product launch: The system positioned the group to launch a new variable annuity product.

  • Successful product acquisition: By implementing a custom Territory Rules Based Assignment Engine, our client was able to successfully complete the acquisition of product, distribution, and marketing units.

  • Expanded reach: The acquisition will extend the reach of our client’s products at a time when the demand for them has never been greater.

8 million dollars in financial transactions migrated
increased user adoption
15000 distributed sales force supported

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