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

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.