Tech Leader

Salesforce Optimization

Salesforce User Feedback

Enhanced “LP Activity” workflow to require “Activity Date” (Field consistently missed by users created inefficiencies in workflow.)

Salesforce User Feedback

Enhanced “Spouse Lookup” field so it is reciprocal, i.e. Husband/Wife relationships now only have to be entered once, not twice.

Salesforce User Feedback

Resolved a bug in the Address Change flow.

Salesforce User Feedback

Deployed “Wiring Instructions” & “ACH Instructions” buttons in Salesforce so users can retrieve instructions for the financial account/holding at the custodian with one click.

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Salesforce User Feedback

Implemented Two Factor authentication for Salesforce.

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Other Salesforce Rollouts:

• Deployed a “Get PPM Package” button to gather required paperwork for Menai investment opportunities.  Proper paperwork is retrieved and provided to user in DocuSign.
• Resolved an issue that was breaking the correct roll-up of balances from the financial account/holding level to the registration to the household to the family.

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Tech Leader

Client 360 View

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In order to address feedback from end-users who wanted a single page that would surface the most relevant information for them, a Household 360 page was developed and deployed.