Every Client Relationship,
Every Account,
One Record
We build Salesforce for the way financial services and insurance firms actually operate: complex compliance requirements, multi-account households, and advisors who need the full picture in one place.
Book A Financial Services CRM ConsultationTrusted By Financial Services & Insurance Firms
Financial services data isn't just business data, it's regulated. We build with audit trails, permission structures, and data governance in mind from day one, not bolted on after the fact.
Where Financial Services Systems Break Down
Client data lives in the CRM, the portfolio system, and a spreadsheet
Advisors juggle account details, policy documents, and communication history across separate tools, re-entering the same client information more than once.
Compliance and audit trails are an afterthought, not a foundation
Without proper record-keeping and permission structures built into Salesforce, firms are exposed the moment an audit or a regulator's request comes in.
Households and multi-account relationships get fragmented
A client with three accounts, two policies, and a referral relationship shows up as four disconnected records instead of one relationship your team can see clearly.
The VYE Execution Roadmap
Home Page & Client Hub App
One home base for advisors and account managers. See every client relationship, account, and policy without switching between your CRM, portfolio system, and email.
Client 360
A single record follows every client relationship across accounts, policies, and referrals; built with the permission structures and audit trails financial services compliance requires.
Reports & Dashboards
Real-time visibility into book of business by advisor, renewal and policy lapse risk, and AUM or premium growth, so leadership isn't waiting on a manual roll-up.
Still Piecing Together A Client's Full Relationship By Hand?
See how a unified Salesforce build gives your advisors the full household picture, with the compliance structure built in.
Get My Free ConsultationWhat Financial Services Clients Say
“Elicia and her team are incredibly helpful and super easy to work with. Would hire them again anytime!”
Book A Financial Services CRM Consultation
Tell us about your book of business, your compliance requirements, and where client data is fragmented, we'll show you what a unified Salesforce system looks like for your firm.
CONTACT US
VYE Consulting is a Salesforce Certified Business Partner with solutions your busy team will actually use. Can’t wait to hear from you!
CRM questions?
We have answers.
