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Wealth Management
Advisor Desktop Modernization
Complexity
High
Timeline
10-14 weeks
Outcomes
4+
Challenge
Advisors jumping between 7+ different applications for client meetings, causing inefficiency and poor client experience.
Solution
Built unified advisor desktop in Salesforce FSC with embedded integrations to Orion, eMoney, MoneyGuidePro, Riskalyze, and DocuSign.
Key Outcomes
- Reduced application count from 7 to 1
- 54% improvement in meeting efficiency
- 87% advisor satisfaction score
- 40% faster client service delivery
Tags
IntegrationUser ExperienceSalesforce FSCAdvisor Tools
Implementation Timeline
10-14 weeks
High Complexity