Case Study: McLean Asset Management boosts advisor productivity with Orion Advisor Tech and Salesforce integration

How One Advisor Integrated Salesforce and Orion Advisor Tech (”Orion”) To Increase Staff Productivity

McLean Asset Management Corporation, a registered investment advisory firm, faced a challenge with operational inefficiency. Their staff was losing valuable time switching between multiple applications, including their CRM and the Orion Advisor Tech platform, which led to duplicated work and concerns about maintaining accurate data across systems.

The solution was the implementation of Orion's integration with Salesforce. This sync ensured that data updated in one system was simultaneously updated in the other, eliminating duplicate entry. The integration saved advisors significant time, with one wealth manager reporting a gain of at least 30 minutes daily, and provided a unified dashboard for tracking key business performance indicators. Orion's technology enabled a cohesive, mobile-friendly environment that streamlined both client interactions and internal operations.

McLean Asset Management Corporation

Brian Hyun

Managing Director