Salesforce Financial Services Cloud for Wealth Management for Singapore based Aument Capital
Challenges
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Fragmented Client Data: Aument Capital's client data was spread across multiple tools, making it difficult to generate unified portfolio reports and track customer activities.
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Inefficient Onboarding Process: Manual onboarding of clients and portfolio tracking led to delays, errors, and poor customer experience.
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Lack of Real-Time Financial Visibility: The absence of integrated tools limited real-time access to bank transactions and up-to-date portfolio metrics.
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Disconnected Systems: Without a centralized CRM, managing invoices, reports, and client communication was cumbersome and lacked synchronization.
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Tools & Technologies
Zen Foo - Executive
Solution
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Salesforce CRM Adoption: Consolidated all client-related data into Salesforce to create a single source of truth for relationship and portfolio management.
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API Integration with AssetMax: Enabled automated daily imports of portfolio data to keep investment reports updated in real time.
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Xero API Integration: Integrated Salesforce with Xero via API to automatically generate, track, and reconcile invoices and accounting records.
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Aspire API Integration: Connected Aspire banking via API to bring real-time bank transaction data directly into Salesforce for accurate cash flow tracking.
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Customer Portal with Form Titan: Built a secure Salesforce-integrated onboarding and portfolio access portal for clients using Form Titan.
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Automated Flows in Salesforce: Implemented Flows to automate communications including transaction alerts, portfolio reports, and cash summaries.
Company Info
- Name:Aument Capital Partners
- Location:Singapore
- Industry:Wealth Management
- Visit Website
Project Details
- Duration:3 Months
- Type:Salesforce Financial Service Cloud
- Resource:3
