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RIAs
360-Degree Client View and Relationship Mapping
Complexity
Medium
Timeline
8-12 weeks
Outcomes
4+
Challenge
Fragmented RIA client data across CRM, portfolio management, and custodian systems preventing advisors from understanding complete client relationships and context.
Solution
Implement Salesforce Financial Services Cloud with household hierarchies, relationship mapping, and integrated data feeds to create unified 360-degree client profiles.
Key Outcomes
- Unified view of all client relationships
- Complete household financial position visibility
- 48% faster client meeting preparation
- Enhanced cross-selling opportunities
Tags
client-360relationship-mappingriasfscdata-integration
Implementation Timeline
8-12 weeks
Medium Complexity