Case Study: Asset Management Consultants modernizes legacy database and improves client communication with Salesforce from Twistellar

Asset Management Consultants modernizes a 20-year-old database in 2 weeks with Twistellar

Asset Management Consultants, a specialized financial recovery firm, faced challenges with a 20-year-old legacy database that functioned like a giant spreadsheet. This system lacked proper client profiles, had poor search functionality, and limited reporting, causing inefficiencies and missed recovery opportunities. Twistellar was engaged to implement a modern CRM solution.

Twistellar implemented Salesforce Sales Cloud with extensive customizations to mirror the client's unique 30-year-old recovery workflows. The solution included custom objects for tracking bonds, advanced reporting, and automated tools for client communication. The results were immediate; within two weeks of launch, the team could find information faster and began uncovering hidden recoverable funds overlooked for years. Twistellar's thorough preparation led to a smooth, nearly issue-free implementation that streamlined the client's daily operations.

Asset Management Consultants