Case Study: Coastline Trust Company centralizes client data and automates communications with StarrData

Coastline Trust Company centralizes client data and automates communications with StarrData

Coastline Trust Company, a firm providing specialized life and financial management services, faced challenges with an outdated and underutilized tracking system that failed to meet daily business needs. They needed a modern upgrade to manage client communications and financial data effectively. To address this, they partnered with vendor StarrData, which utilized the Salesforce platform to create a tailored solution.

StarrData customized Salesforce to build a centralized system for Coastline Trust, migrating contacts and enabling automated, segmented client communications. The solution provided a singular view of projects, clients, and assets, integrating with tools like Outlook to automatically update records. The results included improved client care with reduced random inquiries, enhanced ability to track staff activity and household assets, and stronger overall customer relationships and brand trust.

Coastline Trust Company