Millennium Trust Enhanced Their Client Service Experience

Millennium Trust was established in 2000 and focuses on unique IRA custody solutions. They are known for their ability to solve for the most complex IRA custody requirements. Millennium Trust’s ability to serve their clients was seriously hampered by their current setup when client service is central to their business. Partners were not able to perform up to their ability due to a lack of an adequate referral system and secure documents.


Directed Custodianship


300+ Employees

HQ Office

Chicago, Illinois

Services Performed For Millennium Trust

Salesforce Custom Portal

Salesforce Integration

Salesforce Implementation

Salesforce Reporting

Product Services Included 

Salesforce Custom Cloud



Salesforce Challenges

Millennium Trust experienced the following Salesforce challenges.

Clients were not easily able to roll over their existing plans to Millennium Trust.

Current solution for partners to refer clients was slow and inefficient.

No secure way to share scanned copies of contracts.

There was no way to track progress of the partners or clients.

Salesforce Solutions

AGG provided the following Salesforce Solutions to Millennium Trust.

Developed a custom portal as a Salesforce Site, includes login functionality for authorized partners only.

Portal also included several special features including auto population of partner information on agreements.

Ability to send clients a link where they can complete the required forms.

Ability to select custom negotiated agreements which are then sent using DocuSign.

Created a guest access mode for one-time clients to fill information and request services agreement using DocuSign.

Overall timeline tracking of process set up inside Salesforce by capturing data points and sending appropriate automated follow ups so the client process can be completed.

Salesforce Results

Millennium Trust experienced the following Salesforce Results with AGG.

Partner experience has been greatly improved and has led to an increase in referrals.

Overall process is now transparent and has led to growth in numbers of completed contracts following referrals.

Guest access digital solution has improved the overall conversion of web leads into plan agreements.

The client service experience is now enhanced and greatly improved.

Awarded, Trusted & Proven to Deliver Salesforce Results!

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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