Case Study: Summit Trail Advisors achieves a single source of truth and greater operational efficiency with LaunchPad Lab and Salesforce

AlgoFast reduces manual work and human error with LaunchPad Lab

Summit Trail Advisors, a networked family office providing wealth management services, faced challenges with disparate data entry processes across multiple client account systems. This manual effort created operational inefficiencies and a high risk of human error. To centralize their data, they engaged vendor LaunchPad Lab for Salesforce development to create a single source of truth.

LaunchPad Lab implemented a solution leveraging Salesforce, Heroku, and Heroku Connect to seamlessly sync and automate data from third-party custodians. This created a secure, single source of truth that streamlined operations. The results included a significant increase in operational efficiency, a reduction in manual work and human error risk, and provided the team with complete customer visibility for scalable growth.

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