Salesforce customization in new client                                                           on boarding process    Co...
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Luminious_Streamlining the new Client on boarding process_ success story

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Luminious_Streamlining the new Client on boarding process_ success story

  1. 1. Salesforce customization in new client on boarding process Company: Luminous Capital   Opportunity: Streamlining the new Client on boarding process   Vertical: Wealth Management Services? Challenge Solution Benefits . Ø Luminous wanted to better Ø Visual force pages created Ø Luminous can save time for manage their client portfolios that are necessary to support new client on boarding process new client on boarding process Ø Had difficulty in streamlining Ø Luminous can save the stages New client on boarding process Ø Workflow Rules & Approval of application Registration process created which will process Ø No customized reports in manage the final approval of the getting the client history & new client on boarding Ø Luminous can clearly track the portfolios number of clients registered as Ø Custom reports created well as their progress using new Ø Portfolio page layout was a which will provide them the client on boarding process concern because edit client history & Associated functionality is missing portfolios Ø Luminous now offers better   managed services to its clients Ø Visulaforce page layout   created to support the dynamic edit ability of portfolio records

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