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Voice of the Client

Finalized Voice of the Client Study with Data Insights achieving the following goals:

1. Establish a Net Promoter Score
2. Measure Client Satisfaction
3. Understand Client wallet-share
4. Understand Client Preferences
5. Use Data to drive actionable outcomes

Tech Leader

Salesforce Optimization

Salesforce Address Search Consolidation

When the user selects the “Use Mailing Address for Both Addresses” checkbox, only one address spot now appears and it indicates that the user is completing the address for BOTH Mailing and Legal Address. Previously both Mailing and Legal Address spots would appear (even if the checkbox was checked) and it would lead to confusion if both address spots needed to be filled out.

Onboarding Flow: Activities & Objects to Roll-Up

This is now defaulted to “All” and you no longer have to select it each time.

Onboarding Flow: Wording Updated

Updated the Person, Vendor, and Non-Natural Person screens to include more clear wording on what is/isn’t supposed to be added.

Non-Natural Person Entity

After you select the primary person for a Non-Natural Person Entity, the next screen includes more clear wording to indicate the user needs to select the role for the Primary person they just selected.

Financial Account Status Update

When all the financial holdings are marked as closed, the Financial Account status indicates “Terminated”.

Account Status Update

When all the financial accounts linked to an account are marked as Terminated, the Account status indicates “Terminated”.

Email Update

We adjusted Salesforce to allow you to update an email in Salesforce if it is blank instead of going through the address change wizard.

Private Equity (AIP) Investments

The Fund Admin team requested an easy to navigate and communicate changes to private equity (AIP) investments (i.e. changing distribution information, adding an authorized contact to receive K1s) to the fund administration team

Value Add

Right now users have to email the fund administration team detailing out their change. All the users are pretty unclear what the process is and what paperwork is required for each change. We allow users to select the most frequently identified changes and include an “Other” option WITH clear instruction on what paperwork is required to make the change. Users are unable to submit the request unless they upload the required paperwork. This reduces the back and forth and increases the probability that the request is in good order.