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Success Story

Richer, Analytics-Driven Experience for Leonard Rickey with Financial Services Cloud

The Challenge

Leonard Rickey needed to improve the integration between the company’s financial management system provider, Orion, and Financial Services Cloud. They were using an old, non-standard Salesforce org with a number of customizations, and due to this, enhancements were not easy. This made it so they were unable to take full advantage of all the capabilities of Financial Services Cloud. With Leonard Rickey’s management being very data-driven, they wanted to make use of analytics as well as AI in the very near future to improve processes.

The Solution

To tackle the challenges Leonard Rickey was facing, Atrium configured a number of processes that were highly custom to be much more standardized. These include financial transactions, meeting notes and checklists, and action plans. This made their Financial Services Cloud implementation more usable and now provides more features, a standardized data model, and is a great foundation for the organization moving forward.

Using CRM Analytics for FSC provides immediate value with prebuilt dashboards and acts as a platform for additional insights to the company’s client base. And with Pardot, Leonard Rickey has a much more effective communications solution for client interactions.

We have had a wonderful experience with Atrium. What stood out most throughout the project was their knowledge, communication, turnaround time, and overall care for doing a great job on the project. They have an excellent staff that is really easy to work with. We look forward to working with them in the future.

Susan Van Tress
Leonard Rickey

The Results

All of the historical data has been migrated from the original org to the new Financial Services Cloud org and many of Leonard Rickey’s processes are now using standard FSC solutions that are much more maintainable. CRM Analytics for FSC has been enabled to begin capturing data for trending analysis. And with Pardot streamlining communications with clients, marketing efficiency has been drastically improved.

Leonard Rickey Investment Advisors provides wealth management services to individuals and families in Washington state. The company has over 50 years of combined investment experience.

The Technology

CRM Analytics
Salesforce Sales Cloud
Salesforce Financial Services Cloud

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