Case Study: Top 20 Global Asset Management Firm eliminates performance issues and boosts advisor productivity with Cirrus Insight

A Top 20 Global Asset Management Firm Eliminates Performance Issues & Gives Their Advisors Speed

A Top 20 Global Asset Management Firm was modernizing its advisor technology stack while replacing legacy customer management systems with Salesforce across more than 5,000 advisors and support staff. Its existing Salesforce for Outlook setup lacked the performance and flexibility needed to support productivity, customer experience, and richer relationship history.

Cirrus Insight was standardized across the advisor organization as a more holistic sales enablement solution. Cirrus Insight helped deliver a simple, seamless experience with client information at advisors’ fingertips and automation to increase productivity, improving performance and enabling the firm to provide the faster, more elegant customer experience it wanted.