Unified Data Solutions: Enhancing User Experience with Salesforce CRMWealth Management

The client is a prominent Canadian wealth management firm that specializes in providing personalized investment solutions for high-net-worth individuals and organizations.

They offer comprehensive financial planning services and portfolio management tailored to their clients’ unique needs, emphasizing independent advice and long-term financial success. They combine innovation, insight and growth to help build customer wealth.


  • Multiple Portal Usage The client’s reliance on different portals for customer and employee interactions fragmented data storage and management. Customer information, such as preferences and purchase history, might have been stored separately from employee records, leading to disjointed insights and potential discrepancies in data accuracy.
  • Integration Complexity  Bringing data from disparate portals into Salesforce CRM introduced complexities in integration. Ensuring seamless synchronization between various data sources required meticulous mapping and transformation processes. Inconsistent data formats and structures across portals further complicated the integration efforts, potentially resulting in data inconsistencies within the CRM system.


  • Unified Data Source Implementation By consolidating data from both customer and employee portals into a single source within Salesforce CRM, the client ensured that reports generated for stakeholders presented consistent and accurate information. This consolidation eliminated discrepancies arising from disparate data sources, enhancing decision-making accuracy and confidence.
  • Real-Time Portfolio Visibility for Customers The implementation provided customers with a real-time view of their portfolios, allowing them to monitor investments and track performance seamlessly. This heightened transparency fostered trust and satisfaction among customers, who could now access up-to-date information conveniently, leading to improved engagement and loyalty.
  • Cross-Device Accessibility Implementing a responsive design optimized for various devices, including mobile phones, tablets, and desktop computers, ensured that users could access the CRM system effortlessly regardless of their preferred device. Additionally, the delivery of visually appealing dashboards enhanced user experience and facilitated intuitive data interpretation, empowering users to derive actionable insights efficiently.


  • Elimination of Data Inconsistencies Achieved a 40% reduction in data inconsistencies, enhancing the accuracy and reliability of customer service interactions.
  • Real-Time Dashboards for Personalized Insights Enabled personalized insights through real-time dashboards, resulting in a 30% increase in customer engagement and satisfaction.
  • Responsive Interfaces and UI Enhancements Implemented responsive interfaces and improved UI design, leading to a 20% enhancement in user satisfaction and efficiency.
  • Boosted Customer Engagement Experienced a 50% increase in customer engagement, fostering stronger relationships and loyalty.
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