Customer Success Stories

Keen Wealth Advisors

Financial and Investment planning

Keen Wealth Advisors is one of the top 5 financial advisors in Kansas who have successfully managed 500 Million worth of Assets. Keen Wealth is a Financial and Investment planning company specializing in Retirement and Estate Planning.

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COMPANY

Keen Wealth Advisors

INDUSTRY

Wealth Advisors

HEADQUARTERS

Overland Park, KS

COMPANY SIZE

2000+ Employees

SALESFORCE SOLUTIONS

Sales Cloud, Service Cloud

WEBSITE

keenwealthadvisors.com

Salesforce Challenges

Keen Wealth Advisors faced the following Salesforce Challenges
  • Previous consultant left before the project was completed. AGG was contacted with only one month left in project timeline.
  • Salesforce’s out-of-the-box lead conversion process was not suited for the customer to use Financial Service Cloud.
  • Keen Wealth did not have the ability to track customers’ annual renewal dates and communication with customers was sporadic and inconsistent.
  • Required to use Orion Connect to transfer financial data from Orion but no current method existed.
  • Incomplete customer data was hindering Keen Wealth.

Salesforce Solutions

Keen Wealth Advisors Salesforce Solution Provided By Access Global Group
  • Created custom process for Keen Wealth rather than using the standard lead conversion process. FSC best practices were followed.
  • Developed and implemented automation with tasks and email using renewal dates and contracts.
  • Assisted in data clean-up and created a workflow to migrate data from Tamarac CRM system.
  • Successfully assisted Orion support in connecting Orion to Salesforce.
  • Developed automations for timely and effective follow-up with customers.

Salesforce Challenges

Keen Wealth Advisors faced the following Salesforce Challenges
  • Previous consultant left before the project was completed. AGG was contacted with only one month left in project timeline.
  • Salesforce’s out-of-the-box lead conversion process was not suited for the customer to use Financial Service Cloud.
  • Keen Wealth did not have the ability to track customers’ annual renewal dates and communication with customers was sporadic and inconsistent.
  • Required to use Orion Connect to transfer financial data from Orion but no current method existed.
  • Incomplete customer data was hindering Keen Wealth.

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