RIA Success: How To Eliminate Data Chaos with FormAssembly and Salesforce FSC for Compliant Growth

How To Eliminate Data Chaos with FormAssembly and Salesforce FSC for Compliant Growth?

One Wealth Advisors is an independent, fiduciary-focused Registered Investment Advisor committed to delivering client-first financial guidance. As the firm grew, it encountered a familiar industry challenge: client data was collected inconsistently, manually rekeyed, and difficult to govern—slowing operations and increasing compliance risk.

To tackle this head-on, One Wealth applied lessons from an industry-leading webinar on eliminating data chaos at the source, hosted by FormAssembly and experts in financial services data governance. The session emphasized a simple but powerful point: bad data doesn’t start in Salesforce—it starts at intake. Without structured, validated capture, firms are forced to clean and reconcile data downstream, wasting time and introducing risk.

Armed with that insight, One Wealth engaged Navirum—a Salesforce Financial Services Cloud specialist and FormAssembly partner—to redesign how data flowed into their systems, looking for a scalable and compliant data capture framework.

Building a Unified Foundation

Salesforce Financial Services Cloud became the firm’s unified CRM, giving One Wealth a purpose-built system of record for households, relationships, accounts, and client lifecycle stages. This addressed where data lived; the next challenge was how data entered the system.

Fixing Data at the Source

Following the webinar’s guidance, One Wealth integrated FormAssembly with Salesforce to enforce rigor at the first touchpoint, transforming client intake processes:

Structured digital forms replaced emails, PDFs, and spreadsheets.
Built-in validation ensured completeness and accuracy before data ever hit Salesforce.
Secure, compliant submission flows reduced manual intervention and minimized risk.
Automated mappings and audit trails ensured every data point was traceable and governance-ready.

This approach effectively “fixed data at the source,” preventing inconsistencies and unnecessary cleanup downstream—precisely the outcome the webinar outlined as essential for financial services firms.

A Scalable, Compliant Data Architecture

The new solution aligned with One Wealth’s fiduciary obligations and custody workflows, including integration Fidelity. The firm now operates with a cleaner, more efficient data architecture that supports growth without proportional increases in headcount or risk.

Impact at a glance

Salesforce Financial Services Cloud was implemented as the unified CRM and system of record.
FormAssembly was integrated with Salesforce to enforce structured and validated data capture.
Manual intake methods replaced with secure digital workflows
Data accuracy enforced before entering Salesforce

By combining Salesforce Financial Services Cloud with FormAssembly—guided by best practices from the data chaos webinar and implemented by Navirum—One Wealth Advisors eliminated data chaos at the source and built a modern foundation for productivity, compliance, and scale.

Salesforce Financial Services Cloud – 5 Tips For A Better Implementation

Client Overview

Client: One Wealth Advisors
Industry: Registered Investment Advisor (RIA)
Platform: Salesforce Financial Services Cloud
Secure Data Capture: FormAssembly
Custody Ecosystem: Fidelity Investments
Implementation Partner: Navirum

The Challenges

⚠️ Client information collected through inconsistent channels (emails, PDFs, spreadsheets)

⚠️ Manual data re-entry created inefficiencies

⚠️ Advisor productivity slowed by administrative work

⚠️ Increased compliance risk due to inconsistent data capture

The Solutions

🛠️ Structured digital forms standardized client intake

🛠️ Validation rules ensured complete and accurate submissions

🛠️ Secure, compliant submission flows reduced manual intervention and minimized risk.

🛠️ Automated mappings and audit trails enabled governance and traceability

The Results

✅ Client onboarding is faster and more reliable.

✅ Advisors spend more time with clients and less on administrative overhead.

✅ Greater confidence in data integrity and audit readiness

✅ A scalable, governed platform supports long-term growth.

Ready to get more from your Salesforce investment?

Let’s talk about how Navirum can help your advisory firm work smarter, scale faster, and stay focused on what matters most — your clients.. Contact us today to get started

Book Your Consultation Today

📥 Download the Full Customer Success Story

Want to dive deeper into how Signet transformed their Salesforce operations?
Download the full customer success story as a PDF to explore the complete details of their journey, key outcomes, and how our Salesforce Support service made a lasting impact.

👉 Fill out the contact form below on this page to get instant access.

Navirum sur LinkedIn | Navirum sur AppExchange

Wealth Management Salesforce Success Stories

See How Leading Wealth Management Firms Worldwide Succeed with Salesforce

In the evolving world of wealth management, client expectations are higher than ever. Forward-thinking firms are leveraging Salesforce Financial Services Cloud to deliver personalized client experiences, increase operational efficiency, and achieve measurable growth.

Our “Wealth Management Salesforce Success Stories” guide highlights real-world examples from Salesforce’s global clients — firms that have successfully transformed their business using Salesforce’s powerful tools and data-driven insights.

Download this free resource to discover how leading wealth management organizations are using Salesforce to:

Deepen client relationships with a 360° view of client data and interactions
Streamline advisor workflows to improve productivity and collaboration
Enhance compliance and transparency across all client engagements
Drive growth and retention with intelligent automation and analytics
Deliver personalized digital experiences through connected platforms

Whether you’re just starting your Salesforce journey or looking to expand your current implementation, these global success stories will inspire your firm’s next step in digital transformation.

Discover what’s possible with Salesforce for Wealth Management.

Download Now

Complete the form below to get your free copy and explore how wealth management firms around the world are achieving success with Salesforce.

Why Navirum?

As a Salesforce Consulting Partner, we help financial services organizations unlock the full potential of Salesforce — from strategy and implementation to optimization and support.
While the success stories featured in this guide are from Salesforce’s global clients, we bring that same innovation and expertise to every project we deliver.

Let these success stories inspire your next transformation!

⭐⭐⭐ DISCOVER NAVIRUM ⭐⭐⭐

CSAT 5/5 – Salesforce AppExchange

Salesforce Expertise

Histoires de réussite

20 Insurance Salesforce Success Stories

20 Insurance Salesforce Success Stories: How Industry Leaders Are Transforming Financial Services

The financial services and insurance industries are changing faster than ever. From increasing compliance demands to evolving client expectations, firms are under constant pressure to innovate, streamline operations, and deliver personalized client experiences.

At the center of this transformation? Salesforce.

Across the insurance and wealth management sectors, Salesforce is enabling companies to unify data, automate processes, strengthen compliance, and improve advisor productivity.

That’s why we created our latest free resource, “20 Insurance Salesforce Success Stories” — a collection of real-world examples showing how insurance and financial services organizations are driving measurable results with Salesforce.

Discover 20 Insurance Salesforce Success Stories (FREE Download)

Why You’ll Want to Check Out This List

Whether you’re in wealth management, insurance, or another area of financial services, this downloadable list of 20 Insurance Salesforce Success Stories provides actionable insights into how Salesforce can solve challenges just like yours.

Here’s a preview of what you’ll discover inside:

Boosting Advisor Efficiency – How top firms have automated client onboarding and reporting to free up time for relationship building.
Enhancing Compliance & Oversight – Learn how leading insurers use Salesforce to ensure data integrity, audit readiness, and regulatory alignment.
Delivering Personalized Client Experiences – See how wealth and insurance advisors leverage integrated data and AI insights to offer tailored advice at scale.
Driving Growth Through Data Visibility – Explore how firms are using analytics and dashboards to uncover new business opportunities.
Seamless Integration & Scalability – Find out how organizations connect Salesforce with existing systems for a 360° client view.

Each story highlights practical outcomes — increased productivity, stronger compliance, better client retention, and more efficient collaboration across teams.

Who This Is For

This list of Insurance Salesforce Success Stories is a must-read if you’re a:

Financial advisor or insurance professional looking to optimize your workflows
Operations or compliance leader aiming to streamline regulatory processes
Technology or CRM manager responsible for Salesforce enablement in financial services
Executive exploring new ways to drive digital transformation and growth

See What’s Possible with Salesforce

At Navirum, we’ve helped dozens of financial services and insurance organizations unlock the full potential of Salesforce. The success stories featured in this guide reflect the real-world transformations happening across the industry — and the opportunities waiting for your business.

Don’t miss the chance to learn from what’s working right now. Get your copy of “20 Insurance Salesforce Success Stories” and see how firms like yours are modernizing their operations, staying compliant, and delighting clients through the power of Salesforce.

Discover 20 Insurance Salesforce Success Stories (FREE Download)

About Navirum

Navirum helps financial services and insurance organizations implement, optimize, and scale Salesforce. Our experts specialize in CRM strategy, automation, and regulatory alignment, helping firms achieve measurable success.

⭐⭐⭐ DISCOVER NAVIRUM ⭐⭐⭐

CSAT 5/5 – Salesforce AppExchange

Salesforce Expertise

Histoires de réussite

20 Banking Salesforce Success Stories

Discover 20 Banking Salesforce Success Stories Driving Growth

Learn from 20 real-world success stories of financial institutions transforming operations, boosting customer loyalty, and accelerating digital innovation.

Unlock your free copy of “20 Salesforce Banking Success Stories” and see how the world’s leading banks are using Salesforce to deliver personalized customer experiences and increase ROI.

Inside this exclusive report, you’ll discover:

20 real Salesforce banking success stories — from regional banks to global financial leaders.
How financial institutions improved productivity and reduced operational costs using Salesforce Financial Services Cloud.
Strategies for deeper client relationships through personalized experiences powered by AI and automation.
Proven results: customer satisfaction increases, reduced onboarding times, and measurable ROI.
Digital transformation insights tailored for retail, commercial, and investment banking.

Ready to Transform Your Bank with Salesforce?

Download “20 Salesforce Banking Success Stories” and see how top performers are achieving measurable success.

Why Download This Guide

Salesforce is reshaping the future of banking.
Whether you’re modernizing legacy systems or optimizing customer journeys, these success stories show what’s possible. Learn how your peers are:

Unifying customer data for a 360° view.
Streamlining compliance and onboarding.
Enhancing digital engagement with AI-driven insights.
Building scalable, secure, and customer-centric banking ecosystems.

⭐⭐⭐ DISCOVER NAVIRUM ⭐⭐⭐

CSAT 5/5 – Salesforce AppExchange

Salesforce Expertise

Histoires de réussite

Empowering Wealth Advisors with Smarter Salesforce Support

As Signet Financial Management expanded its footprint in the competitive wealth management space, it became clear that unlocking the full potential of Salesforce was critical to their growth strategy. Yet, persistent system hiccups, time-consuming admin tasks, and limited internal resources were holding them back. To remain focused on delivering exceptional client experiences, Signet needed a smarter, more scalable approach to managing Salesforce — and that’s where Orbit Project Assist came in.

The Challenges

Signet Financial Management, a growing wealth management firm, was facing key operational roadblocks in its use of Salesforce:

⚠️ Persistent technical issues were disrupting daily workflows and advisor productivity

⚠️ Routine monthly Salesforce tasks were consuming valuable time better spent with clients

⚠️ Strategic initiatives needed expert Salesforce consulting, but internal bandwidth was limited

⚠️ New advisors and staff required structured, consistent onboarding and CRM training

These challenges were slowing down day-to-day operations and reducing the overall value Signet was receiving from their Salesforce investment.

The Solutions

Navirum delivered a comprehensive Salesforce service model tailored to the fast-paced, relationship-driven world of wealth management:

🛠️ Ongoing Support: Rapid resolution of technical issues to keep the platform running smoothly

🛠️ Managed Services: Handling of routine monthly tasks and administrative support

🛠️ On-Demand Consulting: Flexible access to expert guidance for strategic Salesforce projects

🛠️ Training: Regular onboarding and skills training for new and existing users

The Results

With Orbit’s end-to-end support and consulting services, Signet Financial Management experienced measurable improvements:

✅ Reduced platform issues, freeing advisors to focus on client relationships

✅ Improved CRM adoption, as users became more confident and efficient

✅ Higher return on Salesforce investment, with more advisors fully leveraging the platform

✅ Faster onboarding, ensuring new team members could engage clients sooner

Ready to get more from your Salesforce investment?

Let’s talk about how Navirum can help your advisory firm work smarter, scale faster, and stay focused on what matters most — your clients. Contact us today to get started.

Book A Consultation

📥 Download the Full Customer Success Story

👉 Fill out the contact form below on this page to get instant access.

Navirum sur LinkedIn | Navirum sur AppExchange

Scaling Personalized Marketing in Investment Management Using Salesforce and Pardot

Lavinia Picu

September 23, 2025

Read our customer success story and discover how scaling personalized marketing in investment management, using Salesforce and Pardot, helped an investment advisory firm achieve marketing excellence.

One of our client, a Manhattan-based investment advisory firm is recognized for offering high-touch, personalized portfolio management. With a mission centered on capital preservation and growth, the firm serves a wide-ranging client base that values trust, transparency, and expert-driven strategies.

Despite strong relationships and a bespoke investment approach, the firm faced challenges in scaling its marketing capabilities to meet the needs of a growing, digitally savvy clientele.

Key Challenges Investment Advisors Faced

As the firm expanded, it encountered several operational and marketing obstacles:

⚠️ Limited ability to engage clients at scale

⚠️ Manual marketing tasks causing pipeline inefficiencies and missed opportunities

⚠️ Lack of automation tools for consistent, timely campaigns

⚠️ Fragmented client data leading to impersonal communications and disjointed experiences

These issues made it difficult to engage prospects and clients effectively and consistently.

Solutions: Salesforce Financial Services Cloud + Pardot Integration

Partnering with a Salesforce consulting firm specializing in financial services, the company reimagined its client engagement and marketing operations. The solution was built around their business model, industry requirements, and future growth plans.

🛠️ Salesforce Financial Services Cloud Implementation. Client data was centralized using FSC, creating a 360-degree view of each relationship. This allowed the team to deliver more targeted and proactive service.

🛠️ Pardot (Marketing Cloud Account Engagement) . With the introduction of Pardot, the team could automate and scale marketing initiatives, reducing manual work and enhancing lead nurturing.

🛠️ Seamless Website + CRM Integration. The marketing platform was connected to both the CRM and the firm’s website, enabling automatic lead capture and real-time qualification—ensuring marketing and sales were fully aligned.

🛠️ Custom Dashboards & Training. Tailored dashboards were developed for visibility across the client lifecycle. Staff received hands-on training, accelerating adoption and empowering the team to manage campaigns independently.erating user adoption and long-term success.

Results

The transformation led to substantial improvements in marketing performance, efficiency, and client engagement.

✅ Automated, Scalable Campaigns. Strategic email campaigns replaced manual outreach, allowing for consistent, professional communication.

✅ High Adoption Across Teams. With strong training support, internal adoption was swift, enabling self-sufficient use of both platforms.

✅ Enhanced Efficiency. Automation eliminated repetitive tasks, freeing the team to focus on personalization and strategy—resulting in better engagement and conversion.

✅ Personalized Engagement at Scale. A unified client view and real-time analytics allowed for deeper personalization across a growing audience.

✅ Continued Innovation. The firm continues to explore new marketing initiatives with Pardot, aligning its strategy with evolving business objectives.

In the investment management industry, client relationships must be nurtured thoughtfully and at scale. With Salesforce Financial Services Cloud and Marketing Cloud Account Engagement, this firm now has the tools and insights needed to deliver meaningful client experiences – without sacrificing the personal touch.

Download the Full Customer Success Story

📥

Download the full PDF success story for detailed insights, project phases, and a look at how a modern investment firm continues to innovate.

Looking to modernize your firm’s marketing operations?

📩 Contact us 📩

Whether you’re an investment manager, bank, wealth advisor, or fintech company, we can help implement and optimize Salesforce and Pardot to drive real results. Contact us to discuss your goals and start building a scalable, high-performing marketing engine.

Navirum sur LinkedIn | Navirum sur AppExchange

Aligner les ventes et le marketing pour une croissance évolutive_Navirum

Aligner les ventes et le marketing pour une croissance évolutive avec Salesforce

Aligning Sales and Marketing for scalable growth means transforming sales productivity and marketing reach with Salesforce.

One of our clients, an investment management firm in San Francisco was facing several roadblocks that hindered sales productivity and marketing effectiveness.

Challenges

⚠️ Limited engagement with their CRM
⚠️ Inconsistent lead follow-up
⚠️ Siloed operations creating gaps in their pipeline—and in their growth strategy.

Solutions

By partnering with our Salesforce consulting team, they launched a digital transformation focused on unifying their sales and marketing operations. The impact was fast and measurable:

🛠️ CRM adoption surged across the sales team
🛠️ Manual marketing efforts were replaced with automated workflows
🛠️ Pipeline visibility improved dramatically

Results

✅ Streamlined operations
✅ Stronger internal alignment
✅ Built for scale, the new platform enables smarter client engagement and confident growth.

📥 Download the Full Customer Success Story

Download the full success story to see how Salesforce helped unify teams and accelerate performance.

👉 Fill out the contact form below on this page to get instant access.

Navirum sur LinkedIn | Navirum sur AppExchange

Stimuler la croissance dans le secteur de la gestion de patrimoine grâce à Salesforce

Driving growth in Wealth Management with Salesforce is not a myth! From Pipeline gaps to Sales Success, here’s a new Salesforce transformation story from Navirum.

A fast-growing wealth and asset management firm based in North Dakota needed to overcome operational roadblocks that were limiting client engagement, slowing lead follow-up, and creating pipeline inefficiencies. Their existing tools couldn’t keep up—and it was costing them opportunities. creating pipeline gaps and reducing team productivity—ultimately limiting growth.

Challenges

⚠️ Fragmented platforms
⚠️ Inefficient processes
⚠️ Lack of CRM–Outlook integration

Solutions

After partnering with Navirum for a Salesforce Sales Cloud implementation, the transformation was swift and measurable.

🛠️ Seamless migration from HubSpot to Salesforce, a scalable CRM platform implemented across departments
🛠️ Improved pipeline visibility and lead management
🛠️ Rapid user adoption with minimal disruption to operations

Results

✅ Immediate improvement in sales performance
✅ Increased client engagement and stronger relationships
✅ Fewer missed opportunities in the sales pipeline

📥 Download the Full Customer Success Story

Download the full success story to see how a strategic Sales Cloud implementation can transform your CRM and drive growth.

Looking to scale your financial services business with Salesforce?

Talk to one of our Salesforce consultants to see how we can help your firm grow.

👉 Fill out the contact form below on this page to get instant access.

Navirum sur LinkedIn | Navirum sur AppExchange

Exploiter pleinement la valeur de Salesforce grâce à l'habilitation stratégique

Transforming Sales Performance Through Strategic Enablement

A leading player in the telecommunications industry turned to us to help overcome persistent challenges with their Salesforce platform. Despite having invested heavily in Salesforce, the company wasn’t seeing the returns they expected. They trusted our team to lead a strategic enablement initiative—one that would align their sales and marketing operations, boost user engagement, and transform Salesforce into a high-impact growth engine.

Many organizations invest in Salesforce but struggle to realize its full potential. That was the case for this telecom provider.

Challenges

⚠️ Low Salesforce user adoption was limiting ROI and slowing productivity
⚠️ Disconnected sales and marketing teams led to misaligned efforts and missed opportunities
⚠️ Inefficient workflows made it difficult to scale or respond to business needs quickly
⚠️ Technical issues persisted, creating frustration and decreasing platform trust
⚠️ Siloed processes hindered collaboration and visibility across departments

Solutions

🛠️ Partnered with our Salesforce consulting team to develop a strategic enablement roadmap
🛠️ Rolled out customized training programs to boost user adoption and confidence
🛠️ Streamlined marketing operations with advanced automation tools
🛠️ Integrated sales and marketing systems for better alignment and data sharing
🛠️ Provided ongoing support to address technical challenges and improve system performance
🛠️ Fostered cross-team collaboration through a unified Salesforce environment

Results

✅ Salesforce adoption rates saw a measurable and sustained increase
✅ Marketing campaigns became more efficient and data-driven
✅ Sales and marketing teams operated with greater alignment and collaboration
✅ Technical issues were resolved, restoring platform trust and stability
✅ The organization shifted culturally—embracing Salesforce as a true growth enabler
✅ Positioned the company to scale operations and drive smarter performance

📥 Download the Full Customer Success Story

Download the full customer success story to learn more! Ready to see what strategic Salesforce enablement can do for your business? Contact Us!

👉 Fill out the contact form below on this page to get instant access.

Navirum sur LinkedIn | Navirum sur AppExchange

Développer l'investissement immobilier avec Salesforce_Récit de réussite d'un client Navirum

How One Real Estate Firm Supercharged Its Growth and Investor Confidence with Salesforce

October 12, 2025

Lavinia Picu

Thinking of scaling your real estate investment firm with Salesforce? Discover how a real estate investment firm transformed deal visibility with a Salesforce Sales Cloud Quickstart!

Project Summary

Many real estate investment firms struggle with disconnected tools, scattered data, and limited visibility into their deal pipeline. These inefficiencies can stall growth, reduce productivity, and make it difficult to maintain strong relationships with brokers, tenants, and partners.

One mid-sized U.S.-based real estate investment firm faced exactly these challenges. their team was struggling to manage deals, relationships, and property data using outdated tools. Relying on spreadsheets, email threads, and manual processes left them without a single source of truth—and without the real-time insights they needed to move quickly in a competitive market.

They turned to our Salesforce consulting team to implement a Sales Cloud Quickstart solution tailored to the unique needs of the real estate sector. The goal was simple but powerful: replace fragmented systems with a centralized CRM that could streamline operations, improve visibility, and lay a foundation for future growth.

Challenges

⚠️ Disconnected tools like spreadsheets and emails created data silos
⚠️ No centralized system to track deals, relationships, or property information
⚠️ Manual processes slowed down collaboration and decision-making
⚠️ Limited visibility into pipeline and team activities
⚠️ Inability to scale operations without a modern CRM in place

Solutions

🛠️ Deployed a customized Salesforce Sales Cloud Quickstart designed for real estate workflows
🛠️ Centralized deal, contact, and property data into a single CRM platform
🛠️ Integrated communication and task tracking to streamline team collaboration
🛠️ Configured dashboards and reports to provide real-time visibility into the sales pipeline
🛠️ Delivered training and enablement to ensure smooth adoption

Results

✅ Replaced fragmented tools with a single source of truth for all deal and client data
✅ Gained real-time insights into pipeline and relationship activity
✅ Improved team collaboration and reduced reliance on manual processes
✅ Enabled faster, more informed decision-making
✅ Positioned the firm for scalable, long-term growth in a competitive market

How To Eliminate Data Chaos with FormAssembly and Salesforce FSC for Compliant Growth?

Building a Unified Foundation

Fixing Data at the Source

A Scalable, Compliant Data Architecture

Impact at a glance

Client Overview

Client: One Wealth AdvisorsIndustry: Registered Investment Advisor (RIA)Platform: Salesforce Financial Services CloudSecure Data Capture: FormAssemblyCustody Ecosystem: Fidelity InvestmentsImplementation Partner: Navirum

The Challenges

The Solutions

The Results

Ready to get more from your Salesforce investment?

📥 Download the Full Customer Success Story

Download The Success Story!

See How Leading Wealth Management Firms Worldwide Succeed with Salesforce

Discover what’s possible with Salesforce for Wealth Management.

Download Now

Download Wealth Management Salesforce Success Stories!

Why Navirum?

⭐⭐⭐ DISCOVER NAVIRUM ⭐⭐⭐

20 Insurance Salesforce Success Stories: How Industry Leaders Are Transforming Financial Services

Who This Is For

See What’s Possible with Salesforce

About Navirum

⭐⭐⭐ DISCOVER NAVIRUM ⭐⭐⭐

Discover 20 Banking Salesforce Success Stories Driving Growth

Inside this exclusive report, you’ll discover:

Ready to Transform Your Bank with Salesforce?

Download 20 Banking Salesforce Success Stories!

Why Download This Guide

⭐⭐⭐ DISCOVER NAVIRUM ⭐⭐⭐

Ready to get more from your Salesforce investment?

📥 Download the Full Customer Success Story

Téléchargez votre PDF maintenant !

Key Challenges Investment Advisors Faced

Solutions: Salesforce Financial Services Cloud + Pardot Integration

Results

Download the Full Customer Success Story

Téléchargez votre PDF maintenant !

Looking to modernize your firm’s marketing operations?

📩 Contact us 📩

📥 Download the Full Customer Success Story

Téléchargez votre PDF maintenant !

📥 Download the Full Customer Success Story

Téléchargez votre PDF maintenant !

Transforming Sales Performance Through Strategic Enablement

📥 Download the Full Customer Success Story

Téléchargez votre PDF maintenant !

Project Summary

Challenges

Solutions

Results

Get The Full Success Story!

Téléchargez votre PDF maintenant !

Search

What’s Trending

Recent Posts

Integrations

Discover Our Podcast

Sign Up Now

Categories

Find Us On Social Media

Learn More About Salesforce

Discover AI for Financial Services

Learn More About Agentforce

Client: One Wealth Advisors
Industry: Registered Investment Advisor (RIA)
Platform: Salesforce Financial Services Cloud
Secure Data Capture: FormAssembly
Custody Ecosystem: Fidelity Investments
Implementation Partner: Navirum