Case Study: Prescient Fund Services improves client delivery with CloudSmiths and Salesforce Sales Cloud

Prescient Fund Services scales client delivery with CloudSmiths and 27 active Salesforce users

Prescient Fund Services, a provider of fund administration services, faced challenges with manual and dispersed information systems that hindered efficient client management. To address this, they partnered with CloudSmiths to implement and customize the Salesforce Sales Cloud platform, aiming to create a centralized system for client data.

The solution implemented by CloudSmiths created a single source of truth, providing real-time visibility into client relationships and sales pipelines. This transformation significantly improved decision-making and operational efficiency, empowering PFS to streamline client servicing and manage workflows more effectively. The secure and scalable platform, which now supports 27 active users, continues to evolve with new functionalities to drive business growth.

Prescient Fund Services