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Asset Management
Digital Client Lifecycle Management
Complexity
Very High
Timeline
16-24 weeks
Outcomes
4+
Challenge
Fragmented investor lifecycle management with disconnected onboarding, servicing, and redemption processes.
Solution
Create end-to-end investor lifecycle platform in Salesforce with integrated workflows from prospecting through redemption.
Key Outcomes
- Unified lifecycle management platform
- Automated stage transition workflows
- Complete investor history visibility
- Enhanced investor retention
Tags
lifecycle-managementinvestor-relationsasset-managementworkflow-automation
Implementation Timeline
16-24 weeks
Very High Complexity