Case Study: a private wealth firm doubles AUM and revenue with Fortimize and Salesforce

a private wealth firm doubles AUM and revenue in 5 years with Fortimize

A private wealth firm faced challenges with low CRM adoption and fragmented client data across disconnected systems. This made it difficult to maintain a consistent, personalized experience for their ultra-high-net-worth clients as they grew. Fortimize was engaged to address these issues with Salesforce.

Fortimize designed and implemented a tailored Salesforce experience that integrated with the firm's trust accounting systems and digitized key processes. This solution provided a complete 360-degree view of client relationships and standardized onboarding. As a result, the firm achieved full adoption across all users and, over five years, doubled both its assets under management and revenue.