Case Study: FineMark National Bank & Trust gains a broader view of client details with Rollup Helper from Passage Technology

FineMark National Bank & Trust gets a broader client view in one step with Passage Technology

FineMark National Bank & Trust, an associate vice president and Salesforce administrator found the native Salesforce rollup fields limiting because they could not aggregate data across multiple objects that were connected to the Household object through contacts. To solve this challenge, the bank turned to the Rollup Helper app from Passage Technology.

Passage Technology's Rollup Helper provided a solution that could roll up several sets of information across objects to the targeted fields FineMark needed. The result was a broader view of client details in a single snapshot, eliminating the need for associates to visit multiple screens. The implementation was described as a very easy "set it and forget it" type of setup that made jobs easier with readily available, rich data.

FineMark National Bank & Trust