Learn how wealth management firm Reynders McVeigh took advantage of the automations Salesforce offers.
Reynders McVeigh is a stand-out wealth management firm. This team conducts their own market research and individually tailors client portfolios.
They emphasize efficiency and automation, so technology has always been a focus area at RMV. After four years using Salesforce, they knew it was time to level up to Lightning. But this undertaking was more than a system update. The Reynders McVeigh team was hungry to learn how to maximize their Salesforce investment and leverage more solutions.
“We didn’t want to just switch over to Lightning, we wanted to do more … We wanted to elevate our system and give our team more oversight and automation. That’s why we partnered with Accelerize 360,” says Ashley Lyons, Senior Operations Manager.
These savvy investment managers needed a partner who could provide lots of customized touches, without reinventing the wheel. Check out these ambitious goals: