SUCCESS STORY

Financial Services
Cloud and CRM
Analytics for
portfolio management
in Wealth Management

We structured a portfolio visualization and investment advisory model in Salesforce Financial Services Cloud. The solution centralized client data, reduced service time, and transformed a 30-day POC into a strategic-scale project.

CRM
Tableau
Salesforce

Results

for transforming a Proof of Concept (POC) into a strategic initiative
0

Strategic and real-time visualization of investment portfolio performance

Growth in assets under management (AuM) and increased client retention

Greater operational efficiency with centralization of advisory team activities

Overview

A major reference financial institution in Brazil partnered with ília to evolve the experience of its Wealth Management and investment advisory division. The operation needed to centralize data and simplify portfolio visualization, seeking to offer personalized guidance to investors and ensure greater performance control for managers.

The challenges

Data fragmentation regarding portfolios and client interaction history.
Lack of real-time strategic visibility for tracking advisors' performance.
Difficulty in providing proactive and personalized guidance for high-value accounts and clients.
Need to quickly validate the value and viability of the platform before scaling it.

Journey
and solutions

We began the partnership with a Proof of Concept (POC) to structure the advisory flow and the investment visualization model. We developed the architecture on Salesforce Financial Services Cloud integrated with CRM Analytics and Tableau, centralizing data from portfolios, calls, and meetings. Within a month, the results exceeded expectations and the solution evolved into an enterprise-scale project.

What did we deliver?

Implementation of Salesforce Financial Services Cloud for a 360° view of the investor.
Integration of CRM Analytics and Tableau for dynamic portfolio dashboards.
Centralization of advisory activity records (meetings, calls, and follow-ups).
Customized dashboards with data intelligence for priority accounts.

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