One client view for advisers. One referral pipeline for the firm.
Your advisers spend most of the day in Salesforce and still build the client picture from five sources. Referrals arrive by email and live in people's heads. We put the custodian data, the households and the referral process into the system you already pay for, and we show the number it was worth. Two named cases: Alterra Advisors and 49 Financial.
Alterra Advisors · 49 Financial · Financial Services Cloud, Salentica, Charles Schwab data
"Advisers build the client picture from five sources."
The custodian feed is in one place, the household in another, the last call in an inbox. Financial Services Cloud gives you households and compliance cadences out of the box; it does not give you the custodian accounts in the same view, and the package you bought may stop you adding them.
What they ask us on the first call
- Can an adviser see the custodian accounts and balances without leaving Salesforce?
- Which households are overdue a review this month, and who owns each one?
Advisers 60% more productive with one client view. No lock-in to the package.
Read the caseAt 49 Financial we built a layer around Financial Services Cloud and Salentica: Charles Schwab data 100% integrated, one client view, onboarding time down 40%, no lock-in to the package.
"Referrals live in people's heads."
Two thirds of new clients come by referral, and nobody can say how many referrals are open, who owns them, or which advocates sent the last twenty. The thank-you goes out when someone remembers.
What they ask us on the first call
- Who referred our last twenty clients, and did anyone thank them?
- How many referrals are open right now, at which stage, with whom?
Plus $53,000 a year of manual work removed. Payback in 2.7 months.
Read the caseAt Alterra Advisors the referral and advocate programme went into Salesforce with owners, stages, cadences and tiers. The data already held $40,100 a year of revenue nobody was working, and $53,000 a year of manual work went away.
"Will I be able to show this at an examination?"
A compliance officer can stop the deal, and should, if changes to the system have no approval trail and the partner cannot answer the security questionnaire. We bring the documents before they ask.
What they ask us on the first call
- Who changed what in our org last quarter, and who approved it?
- Can your partner answer our security questionnaire in writing, with the documents attached?
What compliance gets from us
- A one-page control sheet: who approves each change, what is stored where, who has access by name
- A change record per release: requested by, built by, tested in, approved by, rollback
- Read-only, named, least-privilege access during the Health Check; revocable by your admin
- Security questionnaires answered in writing within five business days
At Alterra Advisors: zero critical errors after deployment, no broken permissions. Every release went through a test environment and a sign-off.
Three ways in. Each priced before the call.
The Health Check first if nobody can say what the system costs. A named win if everyone already knows what is broken.
Health Check, five days, $1,500
Read-only access to your org. A score, every problem priced, whether the data is ready for AI, a 90-day plan. Credited in full against the fix.
Custodian data in one client view
Done means: an adviser opens a household and sees the custodian accounts, balances and the last contact on one screen. Built first at 49 Financial.
A referral pipeline with an owner and a stage
Done means: every referral has an owner and a stage from the day it arrives; the dashboard shows open, where, converted. Built first at Alterra Advisors.
What clients in wealth management say.
Their honesty about the development cost and about what we actually needed was remarkable.
Reviews are collected on Clutch under our previous name, EverREST. Ten reviews, all rated 5.0.
Before the first call.
Financial Services Cloud: what the package does, and where it stops
Salesforce Financial Services Cloud for wealth and lending firms: households and compliance cadences out of the box, and the four limits every firm hits: custodian data, managed packages, referral programmes and CFO-grade reporting. Two real orgs.
Read Health Check · 4 minWhat a Salesforce Health Check report contains, page by page
The structure of a Salesforce Health Check report: the Org Health Score, six scored areas, priced findings, AI readiness and the 30/60/90-day roadmap, and what the five days look like for your team.
Read After go-live · 4 min"We pay for Salesforce and nobody uses it": three causes, found in a week
Low Salesforce adoption is rarely about training. It is screens that do not match the job, data people do not trust, and nobody who owns the system. How we find which one in five days, and what fixing each looks like.
ReadQuestions from wealth management firms
Do we need Financial Services Cloud, or is Sales Cloud enough?
Which custodians have you connected?
We bought a managed package. Can you still change things?
Will our compliance officer accept an outside team?
How much of the advisers' time does this take?
Make your Salesforce earn.
Five days. Every problem priced, a plan for the next 90 days. $1,500, credited in full against the fix.
We reply within one business day with a kickoff slot. Prefer a 30-minute call first? Request two slots.