The client is a renowned wealth management company based in Philadelphia, USA and operates in the jurisdictions of California, Illinois, New York, and Pennsylvania. With close to $10 billion in assets under management, the client provides portfolio management services for individuals, small businesses, pooled investment vehicles, and institutional clients.
Inefficient Client Information Management
Manual Client-Facing Processes
Poor Data Quality
Inadequate Data Security Measures
Data Integrity & Transparency Issues
Damco implemented Salesforce for the client in order to replace their legacy CRM. A thorough cleanup of the data (duplicate checks, validation checks, relationships, addresses, etc.) was performed while exporting it in order to ensure the new CRM had updated and accurate information only.
Robust Salesforce Maintenance and Support Services For A Better Salesforce Experience
More Productive Advisors, Happier Clients
Moving to Salesforce provided the client with an effective way to access key customer information, enabling much higher productivity for its advisors and better customer service. Some of the major business benefits realized by the client include: