Salesforce Supports Clients and Compliance for an Alternative Assets Investment Firm

Industry

Financial ServicesDigital Assets

Services

Salesforce ImplementationCompliance

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlowsFinancial Services Cloud

Challenge

A private investment firm trades and exchanges digital assets alongside assets such as precious metals and fine art.

It needed a CRM with strong onboarding, compliance and client service capabilities:

Complex client onboarding and KYC.
Compliance record-keeping.
Multiple asset types.
Client service at scale.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the private investment firm's processes and goals.

Client onboarding

KYC documents and approvals tracked in Salesforce.

Client records

Holdings and interests across asset types recorded.

Compliance

Audit trails and reports for regulatory needs.

Client service

Requests managed as cases with SLAs.

Private Investment Firm solution delivered by Winklix

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.
Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.
Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.
Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Outcome

The engagement delivered clear, practical results for the client:

Structured client onboarding.
Strong compliance records.
A complete client view.
Responsive client service.

Private Investment Firm

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Challenge

A private investment firm trades and exchanges digital assets alongside assets such as precious metals and fine art.

It needed a CRM with strong onboarding, compliance and client service capabilities:

Complex client onboarding and KYC.

Compliance record-keeping.

Multiple asset types.

Client service at scale.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the private investment firm's processes and goals.

Client onboarding

KYC documents and approvals tracked in Salesforce.

Client records

Holdings and interests across asset types recorded.

Compliance

Audit trails and reports for regulatory needs.

Client service

Requests managed as cases with SLAs.

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.

Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.

Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.

Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Related Case Studies:

Warehouse Management Software Provider

Salesforce Streamlines Sales and Customer Onboarding for a Warehouse Management Software Provider

Read full post

Online Fitness Community

Salesforce Helps an Online Fitness Community Engage and Retain Members

Read full post

B2B Services Company

ActiveCampaign and Salesforce Integration Aligns Marketing and Sales

Read full post

Essential

Analytics

Marketing

Salesforce Supports Clients and Compliance for an Alternative Assets Investment Firm

Challenge