The client, a prominent wealth management firm with $4 billion in assets under management and headquartered in St. Louis, MO, specializes in comprehensive financial planning for individuals, households, and businesses. Established in 1983, the organization has consistently enabled clients to achieve sustainable financial independence across generations. Demonstrating a commitment to fiduciary excellence, the firm was among the first in the nation to attain certification from the Center for Fiduciary Excellence in 2007. In a recent strategic initiative, the client entered into partnership with a notable fintech provider renowned for its digital advisory platform. Through this collaboration, the firm is dedicated to addressing the requirements of high-net-worth clientele by offering expert advisor services, thereby augmenting the digital “robo-advisor” segment provided by its technology partner.
This wealth management firm places paramount importance on serving client interests with integrity. In response to evolving preferences and expectations among next-generation clients, the organization launched a digital transformation program with a clear mandate: to create a relationship-centric platform fostering secure and effective collaboration between advisors and clients while optimizing financial goal achievement.
Central to this strategy was the adoption of Salesforce Lightning and Financial Services Cloud, with the objective of implementing a sophisticated advisory system within an expedited eighteen-week timeframe.
To bring its strategic vision to fruition, the client selected Accellor based on demonstrated capabilities in speed, design proficiency, and impeccable execution. The Accellor team adopted a collaborative methodology, aligning closely with the client to devise and realize the envisioned digital solution.
The engagement commenced with an in-depth fit-gap analysis, systematically overlaying legacy business processes onto the Salesforce Financial Services Cloud (FSC) architecture. This analysis informed the joint refinement of operational workflows and data models to maximize the robust feature set of FSC, ensuring the platform aligned precisely with institutional priorities. This approach enabled efficient, research-backed implementation of the new digital architecture.
The 18-week implementation resulted in a comprehensive platform that significantly enhanced both advisor efficiency and client experience. The solution consolidated critical functionalities, including lead management, opportunity conversion, and streamlined client onboarding processes. Furthermore, robust integrations with third-party brokers, financial institutions, and other industry stakeholders extended the firm’s reach within the financial services ecosystem.
This strategic transformation now equips advisors to deliver highly personalized, research-driven financial guidance. Through an advanced, unified platform, the organization reinforces its commitment to client-focused excellence and continues to set a standard for best practices in digital wealth management.
