Case Study: IG Wealth Management boosts advisor productivity with Slalom and Salesforce

Empowering advisors to build stronger financial futures

IG Wealth Management, a major Canadian wealth and asset management firm, was struggling with a highly customized and inefficient legacy CRM system. This system burdened their thousands of advisors with cumbersome data entry and paperwork, hindering productivity and client service. They partnered with Slalom to undergo a significant digital transformation and implement a modern solution using Salesforce Financial Services Cloud.

Slalom helped IG Wealth adopt an Agile delivery model to successfully deploy a new advisor portal for over 5,000 users, migrating 250 million pieces of data. The solution provided a seamless digital and mobile interface, integrating with tools like Outlook to streamline client communication and relationship management. This transformation, which continued seamlessly even during the COVID-19 pandemic, empowered advisors with modern tools. Slalom's work established a Salesforce Center of Excellence, positioning IG Wealth for future growth and resulting in advisors achieving record productivity.

IG Wealth Management

Sam Burns

Senior Vice President of Digital Technology and Enterprise Applications