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No household data model
The firm's existing CRM had no concept of households. Advisors couldn't see family relationships, and financial data was scattered across disconnected records with no roll-up view.
The challenge
Kriczky Wealth Management was running its client data in a generic CRM that had no concept of households, financial accounts, or advisor-to-client relationship mapping. Advisors had no single view of a family's full financial picture, and onboarding new clients meant manual setup across disconnected fields.
The approach
Cloud Nerd deployed a structured FSC Quickstart engagement — installing and configuring the FSC managed package and Cloud Nerd's own FSC unmanaged package, setting up Household, Client, and Financial Account objects, configuring relationship entity roles, and establishing permission sets tuned to the firm's workflows.
The outcome
In two weeks, Kriczky's advisors had a production-ready FSC org with proper household relationship mapping, key milestone tracking, and a navigation experience purpose-built for wealth management — replacing a generic CRM with a platform built for how they actually work.
