Visualizing Wealth Management

The client had been using a simplified version of Salesforce environment for a number of years. Driven by a desire to move forward with a focus on technology, the client decided that a Financial Services Cloud (FSC) solution would give their team of advisors the structure needed to boost reporting and productivity, as well as the freedom to follow best practices in the financial industry within a single Salesforce interface.

Woodgate’s solution included a Pardot QuickStart to assist with lead generation and contact management, while their FSC would focus on managing client information and transactions, log account balances, track tasks and book meetings. One feature Woodgate found particularly useful is FSC’s Householding Model, which allows users to define and visualize client households, establish connections with relevant contacts, and better serve each account with a more personalized touch.

The client now has a system in place with data and documentation in one place with a single source of truth. They are better positioned to qualify and convert leads, track opportunities from start to finish, and leverage their reporting to map out critical KPIs with the power, scalability and security of Salesforce behind them.

Woodgate Financial Inc. is a financial planning firm dedicated to providing individuals, corporate executives and business owners with comprehensive wealth building and management solutions. Their services include financial planning, asset management, executive compensation and job offer consulting, stock risk management, succession and business sale consulting, group compensation planning and more.