Overcoming Manual Processes with Automation
Improving slow client onboarding and complex compliance approvals using Salesforce solutions.
Executive Summary:
A global real estate investment firm managing over $200 billion in assets across 32 cities was struggling with slow, manual onboarding and complex compliance approvals. Blue5Green implemented an end-to-end solution using Salesforce products — including Sales Cloud, Service Cloud, Marketing Cloud, and Experience Cloud — alongside .NET, Oracle Database, Anduin, Red Oak Compliance, and ForgeRock. By automating critical processes, managing large file transfers, and enhancing client communication, the solution cut down processing times, reduced errors, and improved investor satisfaction.
Client Background
The client is a prominent real estate investment firm managing billions in assets across multiple markets. They offer a variety of real estate equity and debt products to investors and borrowers worldwide. Their mission is to provide access to diverse real estate solutions while maintaining high standards of performance and trust. Their global presence and complex portfolio required dependable systems to sustain their operations.
The Challenge
The client encountered significant obstacles due to manual processes in investor onboarding and compliance approvals. Onboarding involved multiple steps, such as tax checks and document reviews, often leading to delays and increased error risks. Large file transfers—frequently exceeding 100MB—posed additional challenges due to system incompatibility.
Key Challenges:
- Manual Client Onboarding: The slow and inconsistent process caused delays and tracking difficulties.
- Complex Compliance Approvals: Multi-stage compliance tasks and large file transfers led to inefficiencies and increased the risk of delays.
- Inefficient Communication: PRU-mandated communication and subscription management for equity and debt products were inconsistent and labor-intensive.
- Limited Data Tracking: The lack of real-time updates hindered the ability to monitor client progress, affecting speed and accuracy.
- These issues slowed operations and impeded the firm's responsiveness to market demands