Even with Salesforce already implemented as their core CRM platform, a mid-sized West Coast wealth management firm operating under the iA Private Wealth umbrella found themselves struggling to gain the efficiency and scalability they needed to grow. Like many wealth management firms, they faced a range of persistent challenges: limited operational efficiency, poor client segmentation, scalability constraints, and the absence of real-time data synchronization across systems. These issues were not only impacting internal processes, but also limiting their ability to deliver the kind of proactive, personalized client experience that today’s investors demand.

Despite investing in a powerful platform like Salesforce, the firm’s implementation had not been tailored to the unique demands of the wealth management industry. Advisors were spending too much time navigating disconnected workflows, manually pulling data, and missing opportunities for deeper client engagement. That’s when they partnered with our Salesforce consulting team—experts in optimizing Salesforce for financial services and wealth management firms.

In our latest customer success story, we walk through how a targeted, strategic Salesforce enhancement helped this wealth management firm unlock significant value. From rebuilding workflows and improving client segmentation to enabling real-time data access and laying the groundwork for scalable growth, the transformation was both measurable and meaningful. The firm is now positioned to better serve high-net-worth clients, support their advisors more effectively, and scale their operations with confidence.

Download the full customer success story to discover how we helped turn their CRM challenges into a competitive advantage—and learn how your firm can do the same.

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