Case Study: a regional trust and asset management firm streamlines onboarding and client service with Fortimize Salesforce solutions

a regional trust and asset management firm modernizes onboarding in 12 weeks with Fortimize

A regional trust and asset management firm was struggling with manual, paper-based workflows and a disconnected CRM system. This led to inconsistent processes, delays, and poor visibility into client activity. To modernize its operations, the firm partnered with Fortimize to implement a solution using Salesforce.

Fortimize migrated the firm to a modern Salesforce interface, digitizing onboarding and automating key workflows. This solution resulted in widespread adoption, the elimination of paper, and faster, more consistent client onboarding. The firm achieved improved operational visibility, allowing advisors to focus more on client relationships.