CASE STUDY
Revolutionizing Services for a Financial Advisory Firm using Salesforce
About The Client
In the bustling landscape of financial services, the client is a prominent RIA firm based in New York City, found itself at a crossroads. Seeking to elevate its AIM Application Support Services, the company turned to Royal Cyber and embarked on a transformative journey.
Industry | Financial Services
Solutions | Salesforce
Location | USA
Business Challenges
- The client faced a myriad of challenges, ranging from inconsistent customer data to technical complexities like code modifications and API handling issues.
- The user-unfriendly interface and other technical obstacles added to the complexity of the task.
- The client set out to enhance its AIM Application, which operates on the Salesforce platform.
- The goal was to seamlessly integrate a Salesforce replica of the Client Agreement System (CAS) application aimed to facilitate bulk data operations and ensure a smooth flow of customer information.
Business Solutions
- Royal Cyber provided continuous support, as the focus was on enhancing AIM's features and aligning them with specific business needs.
- The team addressed challenges such as fixing the lag between AIM and CAS, maintaining data authenticity and validations, and streamlining Salesforce API handling.
- The aim was to create a more user-friendly AIM platform with enhanced flexibility and agility.
Key Outcomes
Real-Time Refresh of Reference Data
Built Business-Friendly Applications
Fixed Broken Functionalities in AIM
Ensured Data Validity
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