Streamlined Operations of Aspiri Financial Through CRM Modernization
Microsoft Dynamics 365 CRM | Azure | .NET | SQL Server Reporting Services | Web Portal
About Project
Aspiri Financial Services, a fast-growing boutique financial advisory firm in Australia, sought to replace fragmented spreadsheet-based tools and manual workflows with a more intelligent and unified platform. Soluzione, a wealth management software provider, was chosen for its consultative development approach, domain knowledge in cloud-based wealth management software solutions, and Microsoft technology expertise.
- Wealth Management
- Brisbane, Australia
- CRM Customization & Implementation, Portal Development, Business Analysis & Functional Design, Reporting & Dashboards
- Microsoft Dynamics 365 CRM, Azure, .NET, jQuery, SQL Server Reporting Services
About Client
Aspiri Financial Services is a financial advisor and planner in Brisbane, Australia. They aim to enable their clients to live an outstanding lifestyle while they manage their investments and plan an investment strategy for them. They take their burden away by focusing on long-term investment, which gives their customers high long-term returns.
Challenges Faced by Aspiri
- Heavy reliance on spreadsheets and paper-based forms for client data and calculations.
- Disconnected silos of product, client, and financial strategy information.
- Lack of automation for generating reports like the Statement of Advice (SoA).
- There is an absence of a centralized view of client portfolios and progress.
- Inefficient advisor workflows impacting productivity and service delivery.
Solutions Soluzione Provided
- Customized Microsoft Dynamics 365 CRM as a central platform for client, product, and strategy data.
- Developed a one-time electronic form and workflow to auto-generate SoA and other critical reports.
- Reprogrammed financial product calculators and integrated them within wealth management CRM software for real-time advisor reference.
- Implemented automated client and advisor alerts based on financial strategy timelines.
- Built a client-facing web portal to provide real-time portfolio visibility, documents, and updates.
Impact Delivered by Team Soluzione
- Higher advisor productivity through automation and centralized access.
- 360° client visibility led to improved service quality and faster decision-making.
- Automated workflows drastically reduced the time to generate critical reports.
- Improved client transparency and satisfaction with real-time portal access.
- Proactive engagement via automated alerts and reminders.
They lifted the automation and systems of the business to such a level – the growth of the business has bounded ahead in leaps and bounds.
Gevin Kellly
Financial Adviser and Principal Aspiri Financial Services Pty Ltd Brisbane, Australia
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