Case Study: Coastline Trust Company achieves centralized client and asset management with StarrData and Salesforce

Coastline Trust Company centralizes client and asset data with StarrData

Coastline Trust Company, a provider of life and financial management services, was struggling with a dated and underutilized tracking system that no longer met its day-to-day business needs. They required an upgraded solution built for client communications and financial management. To achieve this, they partnered with StarrData for a customized Salesforce implementation.

StarrData built a tailored Salesforce instance that centralized data and provided a singular view of projects, clients, and assets. The results included automated client communications that reduced inquiries and improved relationships, along with the ability to easily track staff activity and generate complex reports on assets under management. The client credited StarrData for translating their vision into a powerful system that helps them understand their data, clients, and business.

Coastline Trust Company