The Salesforce Makeover Saved Financial Advisors Hours of Manual Work Every Week
Services:
Data and Analytics Financial Services SalesforceIndustry:
Financial ServicesLocation:
North AmericaClient since:
2025Our client is a global financial services company that supports thousands of advisors in managing client portfolios, financial planning, and operational tasks. To keep pace with regulatory changes and advisor needs, the client relies heavily on Salesforce as their core CRM.
Poor user experience
Financial data, including indexes, account prices, contact profiles, opportunities, and agreements, were scattered across Salesforce, making it a time-consuming task to find necessary information.
Time-consuming processes
Manual data entry and record-by-record processing led to inefficiencies, errors, and advisor frustration.
Upcoming Salesforce changes
The client needed to migrate from Process Builder (which will be deprecated in 2025) for long-term stability
Overloaded support teams
Errors in processing created snowball effects, forcing admins to handle issues manually.
Technical solution
Tech stack: Salesforce, Git, Gearset, ActiveBatch, Salesforce Flows, Salesforce Agentforce, and GitHub Copilot
Salesforce process modernization
- Migrated automations from Process Builder to Flows ahead of 2025 deprecation.
- Optimized resource consumption by using batch jobs to process multiple records simultaneously, reducing error cascades and system overloads.
- Delivered automated reports highlighting only exceptions, cutting manual review from 300+ records to about 10.
Data visualization and advisor experience
- Built customized Salesforce pages and reports tailored to advisor requirements.
- Launched a project with an upgraded advisor profile consolidating all key information—financial indexes, account prices, contact profiles, opportunities, and agreements—into a single view.
External integrations
- Integrated with an office supply retail company: whenever an advisor contacts data (address, phone, etc.) is updated, the system triggers orders for merchandise and onboarding kits to be shipped automatically to them.
- Automated Concur expense data ingestion: instead of manual record-by-record input, the system now processes files in bulk.
Business value
Enhanced data visualization: advisors can now access financial indexes, prices, opportunities, and agreements through a single, unified dashboard.
Significant time savings: automated reporting has reduced manual work by a factor of 30.
Improved advisor experience: advisors have reported enhancements in usability and visual design, enabling them to make faster and more informed decisions for their clients.
Higher system performance: we optimized processing time through batch jobs, reducing manual work for system administrators by a factor of 5.
Future-proofed Salesforce ecosystem: migration to Flows ensures compliance and maintainability beyond 2025.
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