How a Retirement Firm thrives using Salesforce FSC & Marketing Cloud

Financial Services

Using Salesforce Financial Services Cloud and Marketing Cloud to modernize their organization.

Situation

A large fiduciary/retirement provider came to Zennify looking to modernize their organization. To meet the digital needs of today (and plan for the future), they invested significant resources in transforming their technology infrastructure using Salesforce. However, they were not seeing the expected returns to support their revenue and growth goals. An implementation with a previous consulting partner left them with a threefold problem:

  • Poor Data Architecture
  • Technical Debt from Legacy Cloud Implementations
  • Over-Customization That Couldn’t Scale

These complex issues made it challenging to share information and streamline their processes to provide next-level service and engagement for their clients and partners.

Salesforce Financial Services Cloud, Salesforce FSC, FSC, Salesforce

The Zennify Solution

Salesforce Clouds

Sales Cloud, Financial Services Cloud, CRM Analytics, Service Cloud, Marketing Cloud, Experience Cloud, Maps, High-Velocity Sales

Systems Integrated

DocuSign, Copado, Acumatica, CTI, Microsoft Outlook, Microsoft Active Directory, On-Premise Data Warehouse

Systems Replaced

MS Excel, Conga Composer, Work-Relay

Salesforce Financial Services Cloud, Salesforce FSC, Salesforce, FSC

Strategy

To reach their business goals, the firm needed a system-wide technology “reset” and guidance from a strategic partner with both industry and tech expertise.

Zennify conducted a comprehensive Health Check and Discovery to understand their existing Salesforce implementation. Our team provided a detailed report of findings plus recommended solutions and a long-term strategic Roadmap, which continues to be a valuable asset for their organizational vision and Salesforce planning two years later.

We used these insights to build a new Salesforce Financial Services Cloud (FSC) org that would bring them in line with their vision for the future. We reconfigured user profiles, permissions, and streamlined siloed processes while also adding new functionality for their:

  • Core Business Management
  • Solutions Center
  • Relationship Managers & Consultants
  • Client Transition
  • Outside Sales

To further amplify the firm’s capabilities, Zennify integrated advanced FSC features, helped automate tasks, and developed templates to keep up with their expanding client communication needs.

Additionally, Zennify improved their use of Salesforce Marketing Cloud by connecting it to the firm’s data warehouse and FSC, implemented Email Studio, and created multiple marketing journeys using Audience Builder for segmentation. This finally enabled them to send consistently branded, highly targeted email marketing to their database.

We continue to be their trusted advisor via our Managed Services for Salesforce optimization and innovation.

Results

Dynamic Email Sending

Easy segmentation mechanism that can generate an audience in seconds using the FSC data model, including plans, roles, and financial information.

Massive Reduction of Manual Tasks

Significant operational efficiency gains across their business, including moving from 4+ hours per manual, small-batch email sends in Outlook to fast, personalized journeys in Salesforce Marketing Cloud.

Quicker Onboarding

By implementing a custom onboarding solution in Salesforce Experience Cloud, onboarding a new client dropped from weeks to less than a day.

Straight from our customers.