Top 20 Financial Firm Takes Their Technology From Legacy To Legendary
A Top 20 Global Asset Management Firm began implementing Salesforce in 2015 with a 3- year plan to replace several legacy, homegrown customer management systems. Over the next 2 years, a Salesforce implementation was completed in their workforce of over 5000 financial advisors and their support staff. As part of their Salesforce implementation, Salesforce for Outlook was the link between email communications and the CRM for Salesforce productivity but lacked breadth and performance. The organization quickly began to evaluate smarter sales enablement technologies which could also enhance the customer experience and capture more customer relationship history.
Today Cirrus Insight is now standardized across the advisor organization.
The firm places the highest value on its customer experience, lasting relationships, and advisor productivity. Like most others workforces, advisors need solutions which are simple and intuitive. The technologies they use need to be seamless and smart. The firm’s CRM leadership team identified this as an opportunity to select a more holistic solution which could consolidate many of their requirements with one solution that is simple for advisors, seamless for IT and provides a smarter, more elegant customer experience.
