Salesforce lightning components automations for Transforming a Salesforce Org for Australian based Investment Company
About Company
The company, a large wealth and investment portfolio management listed with the Australian Securities Exchange, delivers tailor-made investment solutions and advisory to individual clients and businesses.
As an advisor to several family-owned businesses, as well as corporations, the firm stands as a trusted source of investment advisory and pragmatic counsel. It caters to long term goals of business owners, besides addressing key concerns and acting on their behalf after having demonstrated commitment.
Other core functions at the firm are constant market evaluation, shareholding assessment, investor education, and portfolio performance optimization for wealth creation.
Challenges Faced
Firstly, the company needed to manage Opportunity closure to conserve agent efforts to high profile, high-value clientele.
Then, keeping in mind its high profile clientele, the investment firm needed to keep its sensitive communications confined to intended recipients only, with due care to prevent divulged financial standing. This understandably contributed to hours spent on due diligence, while still creating unwanted incidents.
Besides this, dated progress tracking of Leads and choice of subscription from increasingly exclusive service bundles were also missing.
Key Improvement for Client
Work Done
Result:
- Accurate Communication achieved for sensitive mailouts.
- Case appropriate service amounts
- Managed documentation capture and navigation
- Automated closure of lapsed Opportunities
- Organized regulatory compliance
- Tracking for Lead progress sequences
India 
USA
UK
Canada