Case Study: a financial group expands advisor reach and launches new products with Slalom and Salesforce

Financial Group - Customer Case Study

A financial group faced the challenge of meeting a fast-approaching deadline to integrate a major acquisition and support its growth goals. To achieve this, it needed a new, scalable CRM platform. The group enlisted Slalom to design and implement a solution on Salesforce.com to connect with thousands of financial advisors and integrate with legacy systems.

Slalom's distributed team designed and implemented a scalable Salesforce architecture in just 14 weeks to meet the acquisition deadline. The solution integrated new products and policy systems, leading to high user adoption and the successful launch of a new variable annuity product. The project supported a 15,000-person sales force, successfully migrated $8M in financial transactions, and equipped the financial group for significant expansion.