The client is a reputed Investment Fund Manager group providing multiple investment options to its customers and aims to bring a meaningful, measurable, environmental, and social impact along with financial returns. The client partnered with Girikon to implement Lightning-enabled Salesforce Finance Service Cloud.
Anonymised Client Profile
The client is a reputed Investment Fund Manager group providing multiple investment options to its customers and aims to bring a meaningful, measurable, environmental, and social impact along with financial returns. The client partnered with Girikon to implement Lightning-enabled Salesforce Finance Service Cloud.
Girikon was evaluated and chosen over other several service providers due to its incredible past record in Salesforce implementation for small and medium-sized businesses. The investor took into consideration Girikon’s track record, delivery quality outcomes, affordable rates, flexible onshore/offshore model, and positive management of senior stakeholders during the selection process.
The investment group is an Australia-based investment funds manager whose mission is to impact society in a positive way while generating steady financial returns. The company makes responsible investments toward broader impact themes such as clean energy, sustainable cities, empowered people, and regenerated water, land, and air.
As an active contributor, the Investment group enables foundations, individuals, and family offices to further the mission of impact investment by investing in line with their values. The company is a member of the Responsible Investment Association of Australia and the Global Impact Investing Network.
The client was facing difficulty in manual tracking and maintenance of the customer’s account, leads, contacts, and opportunities including product and finance-related data. The following pain points were identified during the discovery phase of the project:
As a quick start package, Girikon offered the client a scalable customer relationship solution. This solution was designed to capture inquiries from different lead sources for tracking and managing the inquiry pipeline, enabling quicker turnaround time for processing customer service engagement while providing access to complete customer-related information all through the sales lifecycle
The following modules are implemented to achieve a business process solution:
Capturing inquiries from several lead sources
Real-time client engagement through Outlook integration.
Extended data model and unified client profile
Track and manage financial goals
Leveraging agile working methods for ensuring wealth management becomes simple and easy.
Quicker turnaround time for processing customer service engagement
Complete info regarding the customer’s financial accounts and associated data
Transforming Investment Operations with a Scalable Salesforce Solution
Solution Inclusions and Features
Implementation of the Financial Services Cloud was done to track and have a comprehensive view of the inflow/progress of inquiries, customer details, and sales pipeline while increasing collaboration among teams that were a part of the Sales cycle. Additionally, weekly/monthly reports and dashboards generation for better analysis of business performance was also attained.
Measurable Impact
Within six months of going live on Salesforce, the organisation reported measurable gains across every key marketing KPI.
The implementation of the finance services cloud has helped in increasing the collaboration between various teams involved in the Sales and Investment process. Relationship managers ensured that the investment group manages the affairs of the clients in an appropriate way. The solution provided by Girikon included monthly reports and dashboards with clear visibility of the investment performance.
The efficiency of inquiry management through workflows and automation has streamlined the onboarding and sales cycle and provided relationship managers with a platform that they can trust. It also provided them with a centralized data set that provided them with a comprehensive view of prospects and customers.
Client Feedback
Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of.
Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours.
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