Salesforce lightning components automations for Transforming a Salesforce Org for an Australian based Investment Company
87%
Reported a fall in misdirected email communications attributed to Lead validation
55%
Reduction in overall Lead management time through automated progress capture and field auto-population
21%
Reduction in overall Lead management time through automated progress capture and field auto-population
Overview
From scattered records to a single automated flow
What You Need To Know
In the high-stakes world of wealth and investment management, maintaining client trust through secure communications, efficient lead handling, and regulatory compliance is crucial for business success and reputation.
Why It Matters
A leading Australian investment firm sought to enhance operational efficiency, secure client communications, and streamline lead management through Salesforce Lightning components and automations.
What HIC Did
HIC Global Solutions implemented Salesforce Lightning components and automations to address the firm’s challenges, enhancing security, efficiency, and compliance.
Challenges Faced
Bottlenecks slowing every hand-off
Opportunity Management
Needed to optimize Opportunity closure to focus agent efforts on high-profile, high-value clientele.
Sensitive Communication
Required to ensure sensitive communications were confined to intended recipients only, preventing unintended disclosure of financial information.
Lead Tracking
Lacked efficient progress tracking of Leads and management of subscription choices for exclusive service bundles.
Documentation and Compliance
Faced difficulties in managing documentation and ensuring regulatory compliance efficiently.
About the Company
The company, a large wealth and investment portfolio management listed with the Australian Securities Exchange, delivers tailor-made investment solutions and advisory to individual clients and businesses.
As an advisor to several family-owned businesses, as well as corporations, the firm stands as a trusted source of investment advisory and pragmatic counsel. It caters to long-term goals of business owners, besides addressing key concerns and acting on their behalf after having demonstrated commitment.
Other core functions at the firm are constant market evaluation, shareholding assessment, investor education, and portfolio performance optimization for wealth creation.
Share
Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Custom Development for Secure Communication Systems
Implemented Lightning components for email validation and recipient verification before sending sensitive communications.
Automated lead validation processes to reduce misdirected communications.
Custom Lightning Components Development for Efficient Lead and Opportunity Management
Developed custom Lightning components for tracking Lead progress sequences.
Automated closure of lapsed Opportunities to optimize agent focus.
Implemented service bundle selection tools within the Lead management process.
Documentation and Compliance Automation
Created Lightning components for efficient documentation capture and navigation.
Implemented automated regulatory compliance checks and reminders.
Service Amount Allocation
Developed tools for case-appropriate service amount allocation based on client profiles and chosen service bundles.
