Case Study: a leading RIA firm achieves trusted advisor data and 46+ automated processes with Fortimize and Salesforce Financial Services Cloud

Leading RIA Firm automates 46 processes in 32 weeks with Fortimize

A leading RIA firm was facing challenges with a heavily customized and unreliable Salesforce instance. Their integration with Orion was brittle, causing stale data that advisors no longer trusted, and they lacked a true household view or Marketing Cloud activation. This technology debt was hindering their growth through M&A. Fortimize was engaged to address these issues.

Fortimize migrated the firm from Sales Cloud to Financial Services Cloud, establishing a true household 360 view. They replaced the costly Orion Connect integration with a direct Jitterbit API connection, ensuring accurate and current data that advisors could trust. The solution automated 46+ business processes and retired three redundant third-party systems, creating a clean, scalable foundation. This enabled the logical next step of activating Marketing Cloud for personalized client journeys.