Case Study: a global investment firm achieves 12.8% AUM growth with iCrossing's connected Salesforce and Adobe ecosystem

a global investment firm grows AUM 12.8% with iCrossing

iCrossing worked with a global investment firm facing siloed systems and inconsistent content that weakened advisor trust and stalled asset growth. The firm struggled to deliver relevant experiences at scale due to disconnected data and internal teamwork inefficiencies.

The solution from iCrossing was an integrated ecosystem built on Salesforce and Adobe to unify partner, customer, and employee journeys. This connected platform redesigned engagement touchpoints, leading to a 12.8% year-over-year growth in assets under management, a 159% increase in website traffic, and a 132% growth in qualified leads.