EP Wealth Advisors
A $30B registered investment advisor had outgrown its CRM — and its advisors were paying the price. Cloud Nerd rebuilt the firm's entire client operations platform on Salesforce in 30 weeks, giving every advisor back the hours they were losing to administrative work.
Engagement at a glance
Salesforce FSC
MuleSoft
HubSpot
DocuSign
EgnyteReplaced with automated Salesforce Flows
Manual workflows eliminated
Advisors work from one screen — not nine
Financial platforms connected
25 Practifi data tables moved without disruption
Client records lost in migration
FSC + Marketing Cloud + Analytics
From kickoff to fully operational
EP Wealth Advisors manages over $30 billion for high-net-worth families across the country. Their advisors are exceptional at what they do — but they were spending a troubling share of their time doing the wrong things. Opening a new client household required jumping between three systems. Onboarding a new account meant manually triggering a checklist. Money movement requests sat in an inbox until someone remembered to act on them. Marketing campaigns went out to the wrong people because the marketing team had no visibility into what advisors were actually doing with clients. The CRM they were using — Practifi — wasn't built for a firm growing at EP Wealth's pace, and it was starting to show.
Cloud Nerd spent the first two weeks not writing a single line of code. Instead, we sat with EP Wealth's advisors, operations team, and compliance leadership to understand exactly where their time was going and why. What came back wasn't a technology problem — it was a workflow problem made worse by technology. We rebuilt their entire client operations layer on Salesforce Financial Services Cloud, purpose-built for wealth management firms: every household relationship, every financial account, every compliance event, every client communication — all in one place. We connected nine financial platforms (including Schwab, Fidelity, Tamarac, DocuSign, and HubSpot) so advisors stopped logging in and out of systems all day. We automated the 100+ repetitive workflows that were eating advisor hours. And we did it without disrupting a single client relationship — migrating 25 Practifi data tables so every piece of history came with them.
Today, EP Wealth's advisors open one application in the morning. Every client household, financial account, pending task, scheduled review, and marketing touchpoint is right there — no switching, no manual entry, no chasing down information. The compliance team has audit trails they never had before. The marketing team finally knows which campaigns reach which clients, measured against the same database advisors work from every day. EP Wealth didn't just get a better CRM — they got the operating infrastructure their next decade of growth required.
A complete picture of any client household required cross-referencing Practifi, HubSpot, and multiple spreadsheets — a process so tedious that most advisors stopped trying and worked from memory instead.
Every new account opening, money movement request, account closure, and annual review was triggered by a human remembering to do it. When people were busy or out of office, critical tasks were simply missed.
The marketing team was running campaigns out of HubSpot with no connection to the advisor CRM — no way to know which clients were in a review cycle, which prospects had met with an advisor, or which audiences were already being worked.
Practifi had no field-level encryption and no meaningful audit trail for sensitive financial data. For a firm managing $30B in client assets, that was an increasingly serious risk that the board wanted resolved.
Before any configuration began, Cloud Nerd embedded with EP Wealth's advisors, operations staff, and compliance team — walking every workflow, mapping every pain point, and building a clear picture of what "great" looks like for a firm at this scale.
Cloud Nerd built the Salesforce FSC platform designed specifically for how EP Wealth serves high-net-worth families — every household, every account, every relationship, every key milestone visible in one place.
Advisors at EP Wealth relied on Schwab, Fidelity, Tamarac, DocuSign, Egnyte, HubSpot, Zoom, and more — each one a separate login, a separate tab, a separate context switch. Cloud Nerd connected all nine to Salesforce so advisors never have to leave.
Once the advisor platform was live, Cloud Nerd delivered two more capabilities that EP Wealth had never had: a marketing automation layer that draws from the same client database advisors use every day, and an analytics suite that tells leadership what's actually happening across the firm.
Manual workflows eliminated — advisors no longer trigger routine tasks by hand
Connected in Salesforce — one screen replaces nine separate logins
25 Practifi data tables migrated with full historical continuity
Marketing campaigns draw from the same database advisors use every day
Leadership now sees AUM, pipeline, and advisor activity in real time
What's next
EP Wealth's platform is built to grow with the firm. The next phase in conversation with Cloud Nerd includes Agentforce-powered tools that help advisors prepare for client reviews in minutes rather than hours, AI-driven prospect scoring that surfaces the highest-potential leads from the marketing database, and expanded integrations as the firm's custodian relationships evolve.
Technologies in this engagement
Salesforce FSC
MuleSoft
HubSpot
DocuSign
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