Trusted partner

Voice of the Client Survey

Initiated Voice of the Client Survey to over 1,200 clients.

• Designed Survey
• Sent Survey to Clients
• Captured Data
• Anaylzed Data
• Production Started on  Final Report

Tech Leader

Salesforce Optimization

The implementation of Salesforce by ShellBlack left pain points and bugs which created inefficiencies across various processes impacting the CA Teams and Operations.

We set out to build a structure to iteratively fix myriad of issues.  First, we surveyed and took inventory from the broader userbase identifying various problems. Then, we built a backlog and iteratively addressed each problem over the course of 3 months. This has resulted in a measurable increase in user satisfaction. Below is an example of the deployed fixes from this effort.

Salesforce User Feedback

Requested that view of AIP total subscription amount (new subscription and additional subscriptions), total capital called, and total distributed amount.  Deployment resulted in clear visibility to the CA Team and Operations.

Salesforce User Feedback

Requested ability to create unlimited number of financial holdings enabling efficiencies in account onboarding. Release delivered on user feedback resulting in a better account onboarding experience.