A Registered Investment Advisor with $14B AUM rolled out Sales Cloud + FSC for 240 advisors. AUM growth from existing clients up…
Read case study →An industrial-products manufacturer deployed Sales Cloud across 1,800 distributors with custom partner-portal flows. Distributor-quoted revenue up 18% in 2 quarters.
Read case study →A specialty insurer rebuilt broker engagement on Salesforce Sales Cloud + Experience Cloud. Broker submission volume up 41% in year one.
Read case study →A wealth manager deployed Einstein Next-Best-Action across 3,400 advisors. AUM growth from existing clients up 14%; advisor satisfaction with tooling up 28…
Read case study →A top-10 US lender replaced a 30-year-old origination platform with Salesforce Financial Services Cloud + Mergen DocAI. STP rose from 32% to…
Read case study →Whether you're modernizing an existing platform, implementing new capabilities, or exploring AI-driven transformation, Mergen's certified experts will help define the right roadmap, scope, and delivery approach for your business.
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