How a Wealth Management Firm Turned a Broken CRM Into a £14M Cross-Sell Engine
Independent Wealth Management Firm
A wealth management firm with 420 advisors had Salesforce configured for a business it used to be. Client…
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What we deliver
Full-cycle Salesforce delivery from architecture through adoption. We do not cut corners on the data model.
Why clients choose us
We produce an ERD and field architecture document before logging into your org. Most partners start configuring and document later. We never do.
We configure Einstein Opportunity and Lead Scoring against your actual historical data -- not the defaults that every partner switches on and calls done.
Every Salesforce migration starts with a full data audit, deduplication pass, and rollback plan. We have delivered migrations with millions of records without losing a single one.
We include role-based training, change management, and 30-day hypercare in every implementation. Adoption above 85% is a delivery requirement, not a nice-to-have.
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Everything you need to know about working with Celumai on Salesforce.
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