Case Study: an independent wealth management firm achieves a unified advisor view with Fortimize and Salesforce FSC

Independent Wealth Management Firm automates 46+ processes with Fortimize

An independent wealth management firm was facing significant operational friction due to a fragmented technology ecosystem. Advisors had to navigate multiple disconnected platforms to complete basic tasks, and a lack of a unified household view made it difficult to understand complete client relationships. Fortimize was engaged to help the firm migrate to and implement Salesforce Financial Services Cloud to consolidate these systems and streamline advisor workflows.

Fortimize implemented Salesforce Financial Services Cloud, which included establishing householding for complete client visibility and integrating trading and custodial systems. This solution automated 46+ business processes and eliminated three redundant third-party systems. The result was a unified platform that improved productivity, reduced tech spend, and allowed advisors to shift their focus from managing systems to proactively managing client relationships.