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No household relationship modeling
Family groups were managed through manual naming conventions in a generalist CRM — there was no native Household object, no related Financial Account model, and no relationship hierarchy.
The challenge
Cornerstone Wealth Group's advisors were managing client household relationships in a CRM not designed for wealth management. Household structures were maintained manually. Compliance workflows were tracked in spreadsheets. HubSpot marketing campaigns were completely disconnected from advisor CRM data. With no automated workflows, every client lifecycle event required manual task creation.
The approach
Cloud Nerd configured Salesforce Financial Services Cloud with full Household, Client, Financial Account, and Opportunity modeling — plus custom page layouts, five FSC workflow templates, and three bespoke Salesforce Flows. The HubSpot ↔ Salesforce bidirectional sync was configured with full contact and campaign attribution. All 10 data tables were migrated from the prior CRM. Salesforce Inbox connected advisor email.
The outcome
Every advisor on Cornerstone's team now works from a complete 360° view of each client household — relationships, financial accounts, interaction history, key milestones, and automated task reminders — in a single Salesforce record. HubSpot campaign activity is visible on every contact record.
