Case Study: Family Wealth Group achieves clearer multi-office client visibility with Coastal Cloud

Family Wealth Group boosts Salesforce adoption 50% with Coastal

Family Wealth Group, a wealth management firm serving families across multiple offices, faced a challenge in scaling trust and visibility as their business grew. Their Salesforce platform had gaps in sales visibility, document access, and data modeling that prevented leadership from getting a clear, unified view of client relationships. To address this, they partnered with vendor Coastal Cloud through its Waves Managed Services program.

Coastal Cloud implemented a comprehensive solution that standardized the sales process in Agentforce Sales, rebuilt the Salesforce-Box integration for reliable document access, and enhanced the data model in Agentforce Financial Services. The results were significant, with full adoption of all 50+ Salesforce licenses and a 50% growth in monthly active users. The firm now seamlessly tracks over 25,000 client accounts and 33,000 calendar events, giving leadership complete visibility across all offices.

Family Wealth Group