Marshall Investments transformed their operations and client experience with Salesforce and Financial Service Cloud.
Marshall Investments required a solution to replace traditional spreadsheets and email and take their business into the future.
The custom-built Salesforce solution encompasses their entire client journey. From acquisition and opportunity pipeline through to client investment and fund management. Dashboards provide internal management insights into current and past funds allowing for deeper analysis of investments and individual investors.
A digital investor application complete with e-signature allows for a frictionless onboarding process which has greatly reduced back office process and delivery time, while providing a personalised professional client experience.
The entire fund accounting process is managed within the solution, allowing for return automation, early redemption of investments and annual tax returns. While regular client Statements are generated and emailed with the press of a button.
Argo Logic’s solution for Marshall is a compelling example of some of the benefits available to fund and investment managers and the breadth of power of the Salesforce platform.