Case Study: a US-based investment company streamlines portfolio and client management with JET BI's Salesforce app

US Based Investment Company launches Salesforce managed package in 2 years with JET BI

Jet BI developed a customized Salesforce application for a US-based investment company. The client needed a comprehensive tool for its financial advisors to manage household client data, assess risks, track deals and portfolios, and integrate with proprietary wealth-management tools, all while ensuring secure user access and document handling.

The solution by Jet BI involved setting up a Salesforce data model, integrating REST APIs for internal tools, configuring proposal generation, implementing DocuSign for e-signatures, and establishing a Help Center. The application was packaged as a Salesforce Managed Package. The result was a powerful platform that streamlined client data and portfolio management, proposal generation, and deal closing, which the customer now uses internally and also provides to other investment firms as a packaged product.