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FinTech Innovators Inc. • Financial Services
Enterprise CRM Migration & Customization
The Challenge
The client was outgrowing their basic CRM, resulting in siloed data between sales and support teams, and a manual, error-prone reporting process.
Our Solution
We executed a full migration to Salesforce Financial Services Cloud. We built custom Lightning Web Components (LWC) to give advisors a unified view of client portfolios and automated their compliance reporting using Flow.
Results & Impact
### The Impact * **40% Increase** in advisor productivity. * Eliminated manual data entry errors entirely. * Enabled real-time pipeline visibility for the executive team.
Technologies Used
Salesforce Financial Services Cloud Lightning Web Components (LWC) Salesforce Flow Apex