FMO FMO
National FMO Transitions from Legacy System to Salesforce FSC
A national FMO needed to move off a home-built legacy system. We migrated them to Salesforce Financial Services Cloud and built a TitanWeb agent portal integrated with AgentSync.
A national FMO needed to move away from a home-built legacy system that was holding back growth. Agency hierarchy tracking, contracting, and onboarding all relied on manual workflows that didn’t scale.
We migrated them to Salesforce Financial Services Cloud and built a TitanWeb portal for their agents, integrated with AgentSync. Agency onboarding is now self-service, contracting is automated, and hierarchy tracking handles the complexity their old system couldn’t.
Technologies
Financial Services Cloud Experience Cloud AgentSync TitanWeb Workato
Results
- → Complex agency hierarchy tracking
- → Streamlined agency onboarding
- → Self-service agent portal
- → Automated contracting processes
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