Transforming Financial Services Operations with a Unified CRM Solution

Streamlining Data, Modernizing Processes, and Securing Operations

Executive Summary

A leading financial services firm faced challenges with outdated systems and inconsistent data management. Blue5Green stepped in with a complete Salesforce migration and modernization solution. By merging legacy tools into a single Salesforce platform—including Sales Cloud, Service Cloud, Marketing Cloud, and Experience Cloud—the firm achieved faster processes, improved data accuracy, and stronger security. Key outcomes included streamlined data workflows and a user-friendly interface.

Client Background

The client is a leading financial services firm that offers quantitative equity and multi-asset solutions. With a focus on custom systematic methods to address market challenges, the firm needed to keep its operations secure and efficient. They operate on a large scale and are known for combining expert market insights with advanced technology.

The Challenge

Before the new system, the client struggled with multiple outdated platforms, such as ICE/PIVOTAL CRM and LotusNotes. These systems led to poor data management and slow processes that affected daily operations. The outdated tools also made it harder to meet modern security standards and quickly update customer records. For example, manual data entry and fragmented record keeping reduced efficiency and sometimes delayed critical business decisions.