A single system of record for a leading Danish family office

Imperium Family Office is one of the leading wealth management advisors in Denmark, helping families and individuals understand the financial universe and make meaningful decisions.

As a leading advisor, Imperium needed a more sophisticated, reliable and flexible client platform. It had to be highly secure (protecting client personal data is one of their highest priorities), but also agile enough to adjust to daily operations.

Imperium relied on various platforms to store information and organise client data, meetings and files. The data was scattered and difficult to relate, so a great deal of time went into data management and correspondence. The inconsistencies and operational friction ultimately affected team dynamics and client service.

We configured a central platform to act as the system of record, storing all client-related information (households, relationships, financials and more) to create a genuine 360-degree view of client-critical activity. Salesforce Financial Services Cloud was the platform.

The configuration had to address the security requirements and work across a number of Imperium brands and multiple branches.

We integrated Microsoft Outlook, so advisors could log emails, create notes and book meetings without leaving their workflow, and configured a Slack workspace to reduce the overhead of internal email.

Within a very short time, Imperium onboarded all brands and branches. The entire client base is safely deployed to Financial Services Cloud, and internal operational friction, client communication and security have all improved substantially.

The improved data structure and wealth management processes now act as a foundation Imperium can build further professional services on.

The Outlook integration in particular gave advisors features that significantly reduced the time spent managing accounts.