Luminious_Streamlining the new Client on boarding process_ success story
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Luminous Capital wanted to streamline their new client onboarding process using Salesforce customization. Visualforce pages, workflow rules, and approval processes were created to automate the onboarding stages. Custom reports were also developed to provide client history and portfolios. This new process allows Luminous to save time and clearly track new clients and their progress.
Luminious_Streamlining the new Client on boarding process_ success story
- 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