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How FigTree Financial Simplified Their Business with Salesforce.

FigTree Financial, a wealth management firm, streamlined its business operations with Salesforce Pro Suite, consolidating tools and processes, automating tasks and increasing efficiency to set the stage for long-term success. 

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Summary

By unifying three systems into a single Customer Relationship Management (CRM) solution with Salesforce Pro Suite, FigTree cut out 10% of time spent on administrative tasks and gave their teams more time to focus on clients and growth.

About

Founded in 2016, FigTree Financial is a wealth management firm that supports multi-generational families, institutions, and entrepreneurs with tailored financial advice. The firm combines deep expertise with digital tools and automation to deliver personalized service, long-term guidance, and a well-connected client experience. With offerings that range from family wealth services to institutional solutions, FigTree’s mission is to help clients plan confidently for the future.

The Results

Chapter 1The Challenge for FigTree

Disconnected Systems, Disconnected Growth

FigTree Financial was juggling three entirely separate systems which made it hard to see the full picture of client interactions and created frustrating inefficiencies.

Juggling disconnected systems wasted time and kept advisors from focusing on clients. Because nothing lived in one place, client interactions and opportunities slipped through the cracks — and advisors were stuck tracking everything manually. Forecasting and budgeting were done manually or with tools that weren’t made to forecast, making it tough to see the full pipeline or plan ahead with confidence.

By moving from three separate systems to a single platform, the team reduced time spent switching between tools by roughly 10%. FigTree knew they needed a single, trusted system to bring everything together, improve efficiency, and give advisors the clarity to focus on clients.

Chapter 2How Salesforce Helps FigTree

From Fragmented to Focused: The Salesforce Solution

Now, every advisor works from a single, connected platform where client data, case management, and reporting all come together. Notifications trigger follow-ups automatically, and logging interactions takes minutes instead of hours. Key improvements include:

  • Centralized Client Management: All client data, cases, and communications now live in one place — reducing context-switching, errors, and time spent searching for information.
  • Smarter Insights & Automation: Real-time dashboards and automated workflows give advisors instant visibility into deals, forecasts, and client touchpoints. Pro Suite now automates 60+ personalized interactions each month, freeing up time for deeper client engagement.
  • Faster, More Connected Teams: With a unified platform, advisors respond faster, update client data quickly, and leadership can pull reports in seconds — driving clearer communication and quicker decisions across the business.

Together, these changes have given FigTree’s team the clarity and speed they were missing, setting the stage for measurable results.

Chapter 3The Salesforce Difference

Transforming Operations, Driving Growth

For FigTree, Salesforce Pro Suite delivers more than efficiency — it’s purpose-built for small businesses and provides a professional, flexible foundation for long-term growth.

Since adopting Salesforce Pro Suite, the impact has been clear across the business.

  • Greater Efficiency & Focus:By unifying three systems into one, FigTree cut tool-switching and busywork by around 10%, allowing advisors to focus more on clients and manage more accounts without adding headcount.
  • Smarter Forecasting & Visibility:With all opportunities and pipeline data in one place, forecast accuracy and visibility have improved by over 50%, empowering more confident business planning.
  • Lower Costs & Faster Service:System consolidation reduced maintenance expenses and improved response times by 10%, thanks to automated routing and better data visibility.

But beyond the metrics, the transformation is cultural. Advisors now have full visibility into every client relationship and can spend their time where it matters most — building trust and offering guidance. Leaders can see the business clearly and make confident decisions.

The result is a more connected, empowered team — and a business that’s positioned to grow faster, with less complexity.

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