Customer investment and insurance portfolio management improving visibility, payment tracking, and operational accuracy.

CHALLENGE 

• No system for diverse financial products.
• Manual payment tracking.
• No 360° view; data redundancy.

SOLUTION 

Implemented Sales Cloud with automations for payment tracking, reminders, status updates, and commission calculation.

OUTCOME 

• 3x faster data entry.
• 30+ man-hours saved monthly.
• Minimized errors.
• One-click customer 360° views.