Empowered relationship managers with in-console CRM Analytics portfolio views and provided executive leadership with automated Tableau pipeline cockpits—standardizing reporting hierarchies and eliminating manual spreadsheet reviews.
How we dismantled fragmented banking spreadsheets and empowered Relationship Managers with contextual analytics.
Relationship managers had no consolidated view of high-net-worth client portfolios, servicing tickets, and open deals across disconnected banking portals.
Leadership spent dozens of hours weekly stitching together offline spreadsheets to review regional quota pacing, new money inflows, and product adoption.
Data definitions varied across regional teams—East Coast counted booked commitments while West Coast counted funded balances, distorting national performance reviews.
Embedded interactive dashboard components directly onto Salesforce Lightning Account and Contact pages, delivering client-level asset breakdowns and SLA flags.
Engineered executive-level Tableau visualizations connecting directly to Salesforce CRM data, giving regional VPs live drill-down capabilities from macro to rep level.
Established a single enterprise data dictionary for Assets Under Management (AUM), Net New Assets (NNA), and pipeline conversion milestones across all branches.
Implemented row-level security (Security Predicates in CRMA and User Filters in Tableau) ensuring advisors only view their book of business while executives see aggregated branches.
Constructed CRM Analytics Data Prep recipes with scheduled synching routines, harmonizing multi-object Salesforce relationships (Accounts, Financial Accounts, Opportunities, Cases).
Configured automated data reconciliation checks flagging reconciliation gaps, unassigned accounts, and stale opportunity stages before executive reviews.
RMs instantly view total client AUM, open onboarding cases, and expansion pipeline directly on client pages without toggling across systems.
Automated Tableau data extraction cut out 85% of time previously spent manually preparing spreadsheets for Monday executive reviews.
Achieved 100% alignment across branches with identical calculation definitions for AUM, Net New Money, and quota pacing.
Click through each stage to inspect data recipes, role hierarchy predicates, and embedded analytics integration.
Joins Accounts, Financial Accounts, and Servicing Cases into a unified client portfolio dataset.
Enforces role hierarchy row-level security so RMs only view clients in their assigned branch book.
Embedded CRM Analytics Lightning widgets showing live client AUM, revenue drift, and open tickets.
Automated extracts feed macro pipeline review dashboards for Managing Directors and Executive VPs.
Consolidating Account objects, Financial Holdings, and Servicing cases into a single dataset
A high-performance Data Prep recipe transforms raw Salesforce CRM records. It harmonizes financial asset balances, joins open service complaints, and computes client Net New Assets (NNA) using standardized definitions.
{
"dataset_name": "RM_Client_360_Portfolio_v2",
"client_id": "0015g00000Wealth77",
"assigned_advisor_id": "0055g00000Adv99",
"region": "US-NorthEast-Wealth",
"total_aum": 28400000.00,
"net_new_assets_ytd": 4200000.00,
"open_service_cases": 1,
"last_review_date": "2026-08-15"
}Toggle regional reporting lines to simulate real-time AUM aggregation and pipeline conversion tracking.
Cross-verified against Salesforce Opportunities and Core Banking ledger
Embedded RM Portfolios & Account 360
Regional Executive Pipeline Cockpits
Unified Financial Account & Deal Records
Role Hierarchy & Security Predicates
This is an anonymized, illustrative scenario built from the kind of Salesforce work described in our services — client identity and project details are withheld under NDA.