Canada
Puerto Rico
USA
Belgium
France
UK
India
Client Background
A large asset management company based in North America, specializing in managing diverse financial products and services. They sought to enhance the functionality of their Annuity Conversion Environment (ACE) and Required Minimum Distribution (RMD) applications by migrating them to the Salesforce Financial Cloud for better scalability, integration, and efficiency.
Client Need
The client faced several challenges that were limiting their operational efficiency and hindering data-driven decision-making, including:
Legacy MS-Dynamics 365 system with limited integration capabilities
Complex and manual workflows that resulted in inefficiencies
Difficulty synchronizing data across various platforms, impacting business insights
Lack of real-time analytics and reporting for key asset management processes
Solution
We developed and implemented a comprehensive Salesforce solution that modernized the client's operations and integrated various systems:
Salesforce UI/UX & Workflow Automation: Enhanced user interfaces and automated workflows for ACE & RMD applications
Event-Driven Integrations: Integrated Salesforce with various internal systems using event-driven architecture
Azure Cloud for Data Warehousing: Built a data warehouse that supports real-time data processing and advanced analytics
Data Migration: Validated the data transitioned from CRM to Salesforce, maintaining integrity throughout the process
MuleSoft Integrations: Integrated legacy systems such as IRIS, FIN Reporting, and PEG Tracker with Salesforce to ensure smooth data transfer
Features & Capabilities Built
We implemented several key features within Salesforce to improve the client’s operations, including:
User Enrollment & Onboarding
Security & Access Management
Opportunity Management Process
Activities, PEG (Portfolio Evaluation Group), & Work Notes Objects
Annuity Policy Management
Fee Credit Management
Offer Letter Integration Workflows
Alerts & Notifications
Custom Dashboards
Realized Benefits
The transformation delivered significant improvements:
Increased user productivity by enabling more efficient workflows and freeing time for higher-value tasks
Enhanced management capabilities by providing better visibility and control over asset management operations
Ensured timely availability of data by automating integrations, reducing delays, and improving decision-making
Fostered better cooperation between CSA and executives, leading to quicker responses and more effective collaboration
Enhanced analytics by creating new dashboards and reports for daily business insights
Reduced data issues by automating processes, decreasing the need for data corrections
Tools & Technologies
Salesforce Cloud
MuleSoft
Power BI
Azure SQL MI
Azure Synapse Analytics
Azure Data Factory
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