Advisor Productivity with Intelligent CRM Modernization

Learn how ACI Infotech modernized CRM for a U.S. financial advisory firm using Salesforce FSC, improving advisor productivity, data accuracy, and real-time insights.

MarTech & CDP

Salesforce Financial Services Cloud CRM

APIs for integration

Selenium for testing

/ Results at a glance

47%

Reduction in Duplicate Records

$1.8M

Annual Operational Cost Savings

8.5x

Faster Report Generation

99.7%

Data Availability Uptime

/ Challenge

Where the client started

The client is a US-based financial advisory services provider that delivers unique and faster solutions with 360-degree view of its customers. With a global clientele, the client is a leader in the financial services industry with offices spread across the world.

Fragmented data limited a unified customer view and slowed decisions.

Legacy CRM and duplicate records reduced accuracy and scalability.

Limited integration with enterprise systems created data silos.

Lack of real-time analytics or mobile access hindered advisor responsiveness.

Manual processes increased data entry time and operational effort.

/ Solution

What we built

To address these operational and technology gaps, ACI Infotech envisaged a modern, scalable CRM transformation strategy focused on unifying customer data, enhancing system integrations, and enabling real-time insights for faster, more informed decision-making.

Accordingly, ACI implemented Salesforce Financial Services Cloud CRM and migrated data from the existing system, customized the platform to support additional client services, eliminated duplicate records and structured account data. Apart from that, it integrated the system with the client’s existing enterprise applications, enabled mobile CRM access for advisors, and conducted training and knowledge transfer sessions for internal users.

/ Results

What changed in production

With the successful implementation of the Salesforce Financial Services Cloud CRM, the client enjoyed substantial benefits that translated into quantifiable results as follows:

40–55% fewer duplicate records after data cleansing.

30–45% faster data handling via automation and standardization.

25–35% higher advisor productivity with unified views and mobile CRM.

50–60% faster reporting through real-time dashboards.

20–30% better client engagement efficiency.

99%+ data availability after migrating to a scalable cloud CRM platform.

“ACI Infotech helped us transition smoothly to a more unified and scalable CRM environment, which has made it much easier for our teams to access reliable client insights and work efficiently. Their practical approach and understanding of our needs made the entire process straightforward.”

Director of Operations