PPM Case Study, Australia | Salesforce Financial Cloud

Case Study: PPM – Australia

Introduction to PPM Australia

Private Portfolio Management (PPM) is an Australian-based boutique investment manager focused on generating superior long-term and tax-effective returns. The company shares a proven track record of building and managing Australian and International equities portfolios. It specializes in portfolio management, equities, research, investment strategies, financial planning, and advisory services.

What PPM Australia Needed?

PPM needed assistance with their Salesforce Financial Services Cloud implementation. Our team helped them achieve next-level financial management by leveraging Salesforce Financial Cloud’s features. Our services helped them ensure robust and efficient operations, optimizing their financial processes and enhancing system performance.

Services We Offered to PPM Australia

Financial Services Cloud
We provided them with our premium Salesforce Financial Services Cloud Services to help them achieve their business objectives and streamline their processes.
Salesforce Development
We provided them with our premium Salesforce Development Services to help them achieve their business objectives and streamline their processes. Our team also delivered custom objects and fields to capture detailed client information.
Salesforce Lightning
Our experts helped them enrich the overall user experience with a modern and responsive design using the Salesforce Lightning platform. We helped them ensure improved functionality, such as drag-and-drop components, customizable pages, and better mobile accessibility.
Salesforce Integration
Our team seamlessly integrated their existing systems with Salesforce to ensure a unified data flow across their organization. We integrated WordPress with their Financial Cloud platform using REST API for seamless data flow and synchronization.
Salesforce Customization
Our certified professionals customize their Salesforce environment to match their business processes. We also created custom objects and fields and developed specialized workflows and automation to streamline their case management and client interactions.

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Salesforce Cloud Expertise

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