Salesforce + Keen Wealth Advisors

How Access Global Group Optimized 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.


Keen Wealth Advisors


Wealth Advisors


Service Cloud, Sales Cloud


2,000+ Employees

HQ Office

Overland Park, Kansas

Salesforce Challenges

Keen Wealth Advisors experienced 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

AGG provided the following Salesforce Solutions to Keen Wealth Advisors.

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 Results

Keen Wealth Advisors experienced the following Salesforce results.

Communication with clients is now consistent.

Tracking renewal dates have become more efficient.

Data is now easily accessible.

Implemented Sales Cloud.

Implemented Financial Service Cloud.

Success starts here, with Salesforce solutions you can trust.

For the last 15 years we’ve been creating customized Salesforce Solutions for clients of all industries and sizes. With a perfect 5-Star rating on both Salesforce AppExchange and G2 User Reviews, Access Global Group is the right choice for your organization’s Salesforce transformation.

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