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Revolutionizing Wealth Management with Salesforce

Latincapital Wealth Management, born from the merger of Sartor Finance Group and Latincapital & Co., provides top-tier advisory and wealth management services. Despite our growth, we remain dedicated to delivering personalized services tailored to individual client needs. Our clients benefit from a private portal, offering a comprehensive view of their investments. This unique integration enables us to push boundaries and offer an enhanced, global service while maintaining the close, personalized approach our clients value.


Latin Capital




Wealth Management


Salesforce Automations, Salesforce Sales Cloud


Latincapital Wealth Management faced several operational challenges that impeded their goal of delivering a seamless, high-quality client experience:

  1. Centralized Customer Data: The need to consolidate customer information, interactions, and historical data into a single, accessible system. This would provide the sales team with a complete, 360-degree view of each customer, enabling more personalized and informed interactions.

  2. Sales Process Improvement: The desire to automate and optimize sales processes, including lead management, opportunity tracking, and sales forecasting. Achieving this would enhance efficiency, shorten sales cycles, and improve collaboration among sales team members.

  3. Improved Communication and Collaboration: Facilitating better communication and collaboration within the sales team. Real-time data updates, shared calendars, and collaboration tools were necessary to help the team work together more effectively.

  4. Analysis and Reports: The requirement for detailed insights into sales performance, trends, and areas for improvement. Customizable dashboards and reports were essential for making data-driven decisions and strategic planning.


To address these challenges, Latincapital Wealth Management implemented a comprehensive Salesforce integration, transforming their lead-to-sales process. Key elements of the solution included:

  • Lead to Sales Process Creation: Establishing a streamlined process within Salesforce to manage leads efficiently through to sales closure.

  • Tracking of Entities: Implementing robust tracking for corporate, individual, and household accounts to ensure comprehensive oversight.

  • Automated Follow-Up Process: Setting up automated follow-ups one year after the first contract signing to maintain client engagement.

  • Legal Document Tracking: Ensuring compliance and client data accuracy by tracking essential legal documents like passports and IDs.

  • Automated Reminders: Creating automated reminders for personal document expirations to keep client information up to date.

  • Recurring Activities: Automating the creation of recurring activities for each contract sign to ensure consistent client contact and service continuity.

With the Salesforce implementation, Latincapital Wealth Management overcame their operational hurdles and significantly enhanced their service delivery. Centralizing customer data provided a holistic view of clients, enabling more personalized interactions. Automation and optimization of sales processes led to increased efficiency and shorter sales cycles. Improved communication and collaboration tools fostered a more cohesive sales team environment. Detailed analysis and reporting capabilities empowered data-driven decision-making, paving the way for continuous improvement.

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