A mid-sized wealth management firm with 85 advisors and $4.2B assets under management struggled with fragmented client data and manual advisory processes. Client information was dispersed across portfolio management systems, CRM platforms, and compliance tools, limiting advisor efficiency and client service quality. The organization faced disconnected client views, manual reporting processes, lengthy onboarding procedures, compliance tracking challenges, and inconsistent client experiences across advisors.
Reevo CRM implemented Salesforce Financial Services Cloud to create unified client relationships and streamlined wealth management processes
We earn your confidence through proven Salesforce Summit Partner expertise, Â In return, we trust your commitment to collaborate.
We deliver timely implementations - quick-start packages and custom setups - without compromising quality.
From discovery to optimization, we maintain open, responsive dialogue through our Client Portal, where you access project updates, support tickets, and adoption resources like training videos and hands-on exercises.
A tool is only as powerful as its users. Beyond implementation, we guide your team with tailored adoption programs.
Consolidated client data into comprehensive household profiles with financial goals, investment portfolios, and relationship mapping across all family members.
Built integrated portfolio tracking, goal planning tools, and investment analysis dashboards with real-time performance monitoring.
Deployed intelligent client onboarding workflows with document collection, risk assessment, and compliance verification automation.
Established regulatory tracking, automated audit trails, and compliance reporting with real-time monitoring dashboards.
Created mobile-enabled advisor workspaces with client meeting preparation, follow-up automation, and opportunity tracking.
Analyzed current systems, mapped client data flows, and defined regulatory requirements.
Built Financial Services Cloud foundation with client data models and security frameworks.
Implemented portfolio tracking, goal planning, and performance analytics features.
Deployed regulatory frameworks and automated workflow processes.
Conducted advisor training and executed phased rollout across teams.
