Cresset Capital
A Chicago-based multi-family office managing high-net-worth clients needed a full operating system for client acquisition, servicing, advisor support, and compliance — not just a CRM. Cloud Nerd engineered it on Salesforce Financial Services Cloud.
Engagement at a glance
Salesforce FSC
Addepar
DocuSign
PandaDocSalesforce ChatterDiscovery through production deployment
New client, wallet share, and referral partner flows
Portfolio data integrated into client records
Automated servicing workflows for money movement, trades, and BoB alerts
Cresset Capital was scaling rapidly but its operational infrastructure hadn't kept pace. New client acquisition, existing client servicing, advisor onboarding, and compliance documentation all lived in disconnected systems — or weren't tracked at all. With three distinct client channels and complex servicing workflows, a generic CRM wouldn't cut it.
Cloud Nerd architected and built a full operating platform on Salesforce FSC: separate sales flows for new clients, wallet share, and referral partners; an advisor and client servicing layer covering trade requests, money movement, private equity requests, tax management, and BoB alerts; Addepar portfolio integration for live account data; and a document generation and e-signature workflow connecting DocuSign directly to client onboarding.
Cresset launched with a single platform powering every stage of the client and advisor lifecycle — from first prospect identification to ongoing servicing, with portfolio data surfaced inside Salesforce and document workflows eliminating manual email chains.
Cresset served new clients, existing clients expanding their book, and referral partners through completely different workflows — none of which were systematized in a CRM. Each channel needed its own pipeline tracking, forecasting, and onboarding flow.
Trade requests, account openings, money movement, private equity requests, and BoB deviation alerts were all managed through email threads with no tracking, no SLAs, and no audit trail.
Client financial data lived in Addepar and wasn't surfaced in Salesforce. Advisors had to context-switch between platforms to see a complete client picture, and there was no way to trigger servicing workflows based on portfolio data.
Cloud Nerd conducted a rapid configuration audit of the existing Salesforce org, then ran structured discovery to map all three sales channels, the advisor/client servicing model, and integration requirements.
Cloud Nerd built the three-channel sales model, road show trip planning integration, full Case-based servicing layer, and advisor care workflows using agile sprints.
Cloud Nerd connected Addepar, built out document generation and e-signature flows, completed UAT, wrote test classes, and deployed to production.
New client, wallet share, and referral partner pipelines running in one CRM
Automated servicing cases covering every advisor and client touchpoint
Addepar surfaced inside Salesforce for every client record
Document generation and e-signature eliminating email-based workflows
What's next
Cresset is evaluating Salesforce Data Cloud to unify Addepar portfolio signals with CRM behavior data, enabling proactive advisor alerts when client portfolios drift outside agreed parameters.
Technologies in this engagement
Salesforce FSC
Addepar
DocuSign
PandaDocSalesforce ChatterReady to do this?
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