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.

HIC Global solutions illustrations

Key Improvement for Client

0 %
Reported fall in misdirected email communications attributed to Lead validation
0 %
Faster access times to client documentation
0 %
Reduction in overall Lead management time through automated progress capture and field auto-population

Work Done

Salesforce lightning components automation
Salesforce lightning components automation
Salesforce lightning components automation

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
HIC Global Solutions illustrators
About the Author



Piyush Singhal

Piyush Singhal

Co-Founder, Director | HIC Global Soutions | Salesforce Consultant | AppExchange Strategist

An outcome-oriented technology leader with a global outlook, Piyush has over 8 years of experience in Project Execution, SDLC Planning, Salesforce, CRM, Salesforce Mobile, and Force.com. Piyush, a

seasoned Salesforce professional, started HIC Global Solutions in 2015 after filling senior development positions at front-running company names in the Salesforce development industry. He looks forward to challenging Salesforce development tasks, delivering novel apps for AppExchange listings, and forging global partnerships through working with the passionate people.

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