Modernizing Wealth Advisory CRM with ACI’s Salesforce Expertise

The client is a U.S.-based financial advisory services firm focused on delivering personalized wealth management and advisory services to its growing customer base. With more than 10,000 customers, the firm required a modern CRM platform that could provide a unified 360-degree view of clients, streamline advisor workflows, and enable faster, data-driven decision-making across the organization.

The client’s existing CRM environment was limiting operational efficiency and customer visibility, creating several challenges such as:

Legacy Microsoft Dynamics CRM lacked scalability to support the firm’s growing customer base.

Fragmented customer data made it difficult to achieve a unified 360° client view.

Duplicate accounts and inconsistent data records affected reporting accuracy and advisor productivity.

Limited real-time reporting and analytics, slowing business decision-making.

Lack of mobile CRM access, restricting advisors from accessing client insights on the go.

To implement a modern CRM platform that could effectively mitigate the above challenges,

the client evaluated a couple of solutions and subsequently selected ACI Infotech to take this engagement forward. Accordingly, ACI Infotech implemented the Salesforce Financial Services Cloud to modernize the client’s CRM ecosystem and deliver a unified platform for customer relationship management, advisor productivity, and data-driven insights.

This engagement included CRM migration, customization, integration, and data optimization to ensure the platform aligned with the client’s business processes and long-term growth strategy.

Key highlights of ACI’s engagement

Migrated customer data from Microsoft Dynamics CRM to Salesforce Financial Services Cloud with high data accuracy and continuity.

Removed duplicate records and standardized account structures to create a single unified customer view.

Customized Salesforce to support the client’s financial advisory workflows.

Integrated the platform with existing enterprise applications using APIs for seamless data exchange.

Enabled secure mobile CRM access for financial advisors to view customer information, insights, and reports.

Delivered user training and knowledge transfer to ensure smooth adoption of the new platform.

100% migration of 10,000+ customer records to Salesforce Financial Services Cloud.

90% reduction in duplicate customer records through data cleansing and account consolidation.

50% faster access to client information for financial advisors.

40% improvement in advisor productivity through automated workflows and centralized data.

30% faster business decision-making with real-time dashboards and analytics.

ROI achieved within 12 months of CRM implementation.