Skip to main content

CASE STUDY

Independent RIA Firm: Sales Cloud + Financial Services Cloud for Advisor Productivity

A Registered Investment Advisor with $14B AUM rolled out Sales Cloud + FSC for 240 advisors. AUM growth from existing clients up 21%.

May 9, 2026 · 2 min read · By admin
At a glance
21% CHANGE
Industry
BFSI
Topics
Sales Cloud · Salesforce
Published
May 2026
Headline outcome
21% AUM growth from existing clients:…

Measured outcomes

What this programme actually delivered.

21%

AUM growth from existing clients: up 21%

+27%

Advisor productivity: +27%

240

240 advisors on unified platform

The challenge

An independent RIA serving high-net-worth clients had 240 advisors using inconsistent CRM tooling. Cross-advisor visibility for shared households was minimal.

What we built

Sales Cloud + FSC unified platform with household-centric data model. Compliance-aware activity logging. Custom Lightning components for advisor workflows.

Outcomes

More from Case Study

View all case studies →
1 KEY METRIC
Case Study

Major Airport Authority — Operations Platform Modernization

A major airport authority unified IT, facilities, and stakeholder ops on ServiceNow — 92M passengers annually, zero ops outages.

Read →
7 months BEFORE 4.3 months AFTER
Case Study

Oncology Research Center — Clinical Trial Operations on ServiceNow

A leading US oncology research center modernized clinical trial ops — patient enrollment cycle time down 31%.

Read →
+21 KEY METRIC
Case Study

Major Museum Network — Visitor Experience + Operations Platform

A major museum network with 21 institutions unified visitor experience + operations on ServiceNow — 18M annual visitors.

Read →

Planning Your Next Initiative?

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.

Book a Discovery Call