Case Study: Coastal Bridge Advisors scales estate planning and deepens client trust with Vanilla

Coastal Bridge Advisors models a $100M sale and saves hours with Vanilla

Coastal Bridge Advisors, a wealth management firm, faced the challenge of making estate planning, an essential but complex and time-consuming service, into a scalable growth strategy. They needed a solution to serve a wide range of clients, improve operational efficiency, and drive deeper planning conversations earlier in the client lifecycle. To address this, they partnered with Vanilla and implemented its estate planning platform.

By leveraging Vanilla's tools, including sample reports for prospecting, V/AI Estate Summaries, and advanced scenario modeling, Coastal Bridge Advisors streamlined its processes and initiated high-value conversations. The solution enabled them to unlock wallet share, engage next-generation family members, and win over sophisticated clients with accuracy. Vanilla provided the platform that turned estate planning into a core, efficient part of their service offering, helping to deepen client trust and drive growth.

Coastal Bridge Advisors