Client: Aperio Group

The Aperio Group is a boutique money and wealth management firm that manages highly customized portfolios for a select group of clients. Aperio uses a deep knowledge of taxes, risk, and investment concepts to design these customized portfolios for each individual client.

Aperio was running off of several systems that showed the need for much tighter coordination of accounting, sales and client service data.

It became apparent that working through all of the variables and planning necessary to move this disparate data to one CRM system was a large job, so Aperio turned to Echo Lane. Echo Lane has extensive experience merging separate email, contact management, database, and CRM systems into a single instance of salesforce.com.

Echo Lane's understanding of salesforce.com and professional approach greatly simplified and streamlined our day-to-day operations.

Liz Michaels
Chief of Staff

Challenge

Aperio needed to create a central database for sales and marketing, as well as a way to track new accounts. They needed a user friendly system that could maintain financial account information, as well as a way to tie things together for sales and marketing to see the big picture.

Solution
  • Echo Lane aggregated all of Aperio's data, then organized it by client, customer and intermediary; all data can be seen in a simple hierarchy.
  • Echo Lane set up several workflow rules and processes that allowed sales and marketing to have a complete view of the relationships between clients and financial accounts.
Results
  • Sales and marketing can see all of the relationships they need to see on one screen, using one simple user interface.
  • The tying together of all contact, account, and client data has created tighter integration. Echo Lane is now in the process of further integrating Aperio's trading database with salesforce.com.