Success Stories

Overview of Project:

Trajan Wealth was using Microsoft RedTail platform and wanted a more robust custodian integration for more effective and efficient operations. The company needed to automate client intake forms and the capabilities of a more robust outbound marketing platform that allows automated action plans. Also needed access to detailed reports and dashboards to analyze data for decision making and strategy. Previously transactions were managed offline and the company lacked historical tracking.

About the Client:

Trajan Wealth is an independent registered investment advisory (RIA) firm with offices in Arizona, Utah, and Oklahoma. The firm provides wealth management and financial planning products and services to individuals in or approaching retirement. Trajan Wealth and its associates deliver targeted asset management to help protect, maintain, and grow their clients’ financial portfolios. Services also include income, tax, and estate planning, along with tax planning, annuities, life insurance, annuities, and 401K plans.

Project Goals:

• Develop Custom Financial Service Cloud (FSC) using Salesforce platform.
• Include transaction tracking and historical reporting capabilities.
• Integrate Pardot (with website lead capture).
• Create custom integration with TD Ameritrade.
• Complete full data migration and clean-up.
• Establish Advanced Reports & Dashboards.
• Conduct full end-user training.
• Deliver AppExchange Packages including:
  • ConnectLeader
  • Mailparser
  • Leading 

Results:

• All client and prospect information now located in a single source.
• Successful integration with custodian.
• Full user training and adoption complete.
• Ability to manage outbound marketing campaigns.
• Increase in user efficiencies and accountability.
• Mobile access.
• Operationalized business processes.
• Set the groundwork for future phases to include communities and analytics.