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Enhanced Their Client Service Experience

Millennium Trust was established in 2000 and focuses on unique IRA custody solutions. They are known for their ability to solve for the most complex IRA custody requirements. Millennium Trust’s ability to serve their clients was seriously hampered by their current setup, even though client service was central to their business. Partners were not able to perform up to their ability due to a lack of an adequate referral system and secure documents.

Industry

Directed Custodianship

Staff

300+ Employees

HQ Office

Chicago, Illinois

success story

Services Performed for Millennium Trust

  • Salesforce Custom Portal
  • Salesforce Integration
  • Salesforce Implementation
  • Salesforce Reporting

Product Services included

  • Salesforce Custom Cloud
  • DocuSign
  • Congo
  • Salesforce Platform

challenges

Salesforce Challenges

Millennium Trust experienced the following Salesforce challenges.

  • Clients were not easily able to roll over their existing plans to Millennium Trust.
  • Current solution for partners to refer clients was slow and inefficient.
  • No secure way to share scanned copies of contracts.
  • There was no way to track progress of the partners or clients.

solutions

Salesforce Solutions

FormativGroup provided the following Salesforce solutions to Millennium Trust.

  • Developed a custom portal as a Salesforce site, including login functionality for authorized partners only.
  • Portal also included several special features such as auto-population of partner information on agreements.
  • Ability to send clients a link where they can complete the required forms.
  • Ability to select custom negotiated agreements which are then sent using DocuSign.
  • Created a guest access mode for one-time clients to fill information and request service agreements using DocuSign.
  • Salesforce now tracks all timelines and data points, triggering automated follow-ups to ensure end-to-end client experiences.

results

Salesforce Results

Millennium Trust experienced the following Salesforce results with FormativGroup’s Consulting Services.

  • Partner experience greatly improved leading to an increase in referrals.
  • Overall process is now transparent and has led to growth in numbers of completed contracts following referrals.
  • Guest access digital solution has improved the overall conversion of web leads into plan agreements.
  • The client service experience is now enhanced and greatly improved.

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Awarded, Trusted & Proven to Deliver Salesforce Results

FormativGroup has been designing and delivering customized Salesforce solutions for organizations across every industry and size. Our proven track record of success and unwavering client satisfaction make us a trusted partner for your Salesforce transformation journey. When it comes to maximizing your Salesforce investment, FormativGroup is the team that helps you move forward with confidence.

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