How an Investment Management Client Improved Market Impact Alerts with AUM and Salesforce
The client needed a better way to determine which client portfolios required attention after a significant market movement. Account managers needed timely portfolio context so they could review affected relationships and decide on the appropriate follow-up.
AUM was connected with Salesforce so market and portfolio information could be used alongside client and account data. When affected portfolios were identified, the relevant account managers could be notified through Salesforce for review and follow-up.
Key Outcomes
Connected AUM with Salesforce.
Enabled identification of portfolios affected by significant market movements.
Provided account managers with visibility into affected portfolios.
Supported timely review and follow-up by account managers.
Connected market impact information with existing client and account context in Salesforce.
Business Challenge
Market movements can affect multiple client portfolios at once. The client needed a coordinated way to surface portfolios requiring review and connect that information with the account managers responsible for those relationships.
Identifying client portfolios affected by significant market movements.
Connecting portfolio information with client and account information.
Giving account managers timely visibility into affected portfolios.
Creating a more coordinated process for reviewing market-related changes.
Client Priorities
The client wanted a clearer workflow for identifying portfolio impacts, notifying the right account managers, and supporting follow-up in Salesforce. The main priorities were to:
Connect AUM with Salesforce.
Identify portfolios affected by significant market movements.
Associate affected portfolios with the relevant client and account manager.
Notify account managers when portfolios required review.
Provide the information needed to review affected portfolios.
Support a more coordinated market impact response within Salesforce.
How Pivotal Leap Connected Market Impact Information with Salesforce
AUM and Salesforce Integration
Pivotal Leap connected AUM with Salesforce so portfolio and market-related information could be viewed alongside the client and account context already available to the team.
Identifying Affected Portfolios
The workflow was designed to surface portfolios associated with significant market movements for review. The source system responsible for identifying affected portfolios still requires confirmation.
Account Manager Notifications
Once affected portfolios were identified, Salesforce could notify the relevant account managers so they could review the portfolio and client context and determine next steps.
Portfolio Review Within the Account Workflow
The solution brought market impact information into the account manager’s Salesforce workflow so affected portfolio information could be reviewed in the context of the client relationship.
Implementation Details
Portfolio / Market Information: AUM
CRM: Salesforce
Client Context: Client and account information
Portfolio Identification: Identification of portfolios affected by significant market movements
Notification: Relevant account managers notified through Salesforce
Follow-Up: Portfolio review and account manager action
Business Workflow
- 1Market Movement
- 2AUM + Salesforce
- 3Affected Portfolios Identified
- 4Account Manager Notification
- 5Portfolio Review
The workflow connects market-related information with portfolio and client context so affected relationships can be surfaced for account manager review in Salesforce.
Business Outcomes
Market impact information was connected with Salesforce.
Affected portfolios could be identified for review.
Relevant account managers could be notified through Salesforce.
Portfolio information was available alongside client and account context.
The process created a defined path from market movement to portfolio review.
Pivotal Leap's Role and Impact
Connected market and CRM information: Pivotal Leap brought portfolio-related information into the Salesforce account management workflow.
Focused on actionable information: The workflow centered on identifying affected portfolios and getting that information to the appropriate account managers.
Worked within existing client context: Market impact information could be reviewed alongside client and account information already maintained in Salesforce.
Created a defined response flow: The process established a clear path from market movement through portfolio identification, notification, and review.
Need a clearer way to respond when market movements affect client portfolios?
Pivotal Leap can connect portfolio information with Salesforce and create a structured workflow for surfacing affected accounts and notifying the right account managers.
Before vs. After
| Before | After |
|---|---|
| Market movements could affect multiple client portfolios | Affected portfolios could be surfaced for review |
| Portfolio information and client context were not connected | Portfolio information connected with Salesforce client and account context |
| Account managers needed timely visibility into affected portfolios | Relevant account managers could be notified in Salesforce |
| Portfolio review followed market-related changes | Market movements could trigger a defined portfolio review process |
| Market impact information was not part of a structured account management flow | Market impact information incorporated into the Salesforce workflow |
Technology Stack
What People Say
[Client testimonial to be added based on approved client feedback.]
When markets move, account managers need the right portfolio and client context at the point of review. Connecting that information with Salesforce creates a clearer path from market impact to follow-up.