Case Study: WealthEngine boosts customer satisfaction and simplifies data management with Aptaria

WealthEngine boosts Salesforce data transfers to 100,000 records with Aptaria

WealthEngine provides prospect research data to nonprofits and other clients through a secure platform integrated with Salesforce. Their customers wanted to simplify a manual process, specifically to collect information on multiple records at once instead of one at a time. To achieve a significant upgrade for two-way communication, WealthEngine partnered with certified Salesforce developer Aptaria for the project.

Aptaria rebuilt the Salesforce integration to support large, automated data transfers in both directions, consolidating multiple app versions into one more elegant experience. The solution allows clients to get wealth data on up to 100,000 records at once without leaving Salesforce, saving a ton of time. The result was a tighter integration, enthusiastic customer feedback, and a significantly enhanced app that met WealthEngine's complex requirements.

WealthEngine