RJIM Salesforce Financial Services Cloud Implementation
Asset Management Case Study
RJIM Salesforce Financial Services Cloud Implementation
Explore how CodM Software implemented Salesforce Financial Services Cloud for RJIM with secure role-based access, Sales Cadence automation, and scalable CRM architecture.
Salesforce FSCSales CadencePermission SetsRole HierarchyLightning Experience
Client Logo
Client Overview
Raymond James Investment Management
Raymond James Investment Management combines specialized investment team agility with the strength of a full-service firm, supporting long-term financial growth and a growing investor ecosystem.
Industry: Asset ManagementBusiness model: Global asset-management organizationServices: Financial Services Cloud, Sales Cadence, Security Architecture, Workflow Automation
Business Challenges
The Salesforce barriers that needed a scalable solution.
Complex role-based access requirements across departments
Manual client follow-ups and inconsistent outreach
Profile overload risk while scaling permissions
Limited visibility into client engagement responses
Need for secure object and field-level access
Separate intermediary and institutional user experiences
Solution Architecture
Salesforce Solution Architecture
Implemented Salesforce Financial Services Cloud with personalized apps for different teams.
Designed Organization-Wide Defaults, role hierarchy, profiles, permission sets and permission set groups.
Created record-type separation for intermediary and institutional workflows.
Built Sales Cadence automation with main, positive and negative response tracks.
Standardized templates, entry rules, exit rules and activity scheduling.
Validated security and cadence logic through testing and user training.
Implementation Process
A practical delivery timeline from discovery to support.
Discovery Workshop
Requirement Gathering
Architecture Planning
Salesforce Configuration
Integration & Testing
Go Live & Support
Technology Stack
Salesforce technology used to deliver the solution.
Salesforce FSCSales CadencePermission SetsRole HierarchyLightning ExperienceAutomation Flows
Key Features Delivered
High-impact Salesforce capabilities delivered for measurable outcomes.
Financial Services CloudSales CadencePermission Set GroupsRole HierarchyClient Lifecycle TrackingAutomated Follow-UpsField-Level SecurityLightning Apps
Before vs After
A clearer view of the business transformation.
BeforeAfter
Manual follow-ups Automated Sales Cadence workflows
Complex profile management Scalable permission set architecture
Limited response tracking Clear client engagement visibility
Shared user experience Personalized Salesforce apps
Screenshots & Visual Proof
CRM visuals that show the solution experience.
Salesforce Dashboard
Financial Services Cloud visual mockup for stakeholder review and solution storytelling.
Architecture Diagram
Financial Services Cloud visual mockup for stakeholder review and solution storytelling.
CRM Workflow
Financial Services Cloud visual mockup for stakeholder review and solution storytelling.
Analytics Dashboard
Financial Services Cloud visual mockup for stakeholder review and solution storytelling.
Client Testimonial
“CodM Software delivered a secure, scalable and efficient Salesforce FSC implementation that improved operational workflows and client engagement.”
Client StakeholderRaymond James Investment Management★★★★★
FAQ
Salesforce case study questions
What is Salesforce Financial Services Cloud?
Salesforce Financial Services Cloud is a Salesforce CRM solution designed for financial-service teams that need secure client views, advisor productivity tools, relationship tracking and compliant workflows.
What are permission set groups in Salesforce?
Permission set groups combine related permission sets so Salesforce admins can assign access faster while keeping profiles lean and scalable.
How does Sales Cadence work in Salesforce?
Sales Cadence guides sales users through structured outreach steps such as emails, calls and follow-ups, helping teams reduce manual effort and improve consistency.
Why use Customer 360?
Customer 360 helps teams see customer data, interactions and service history in one place so they can make faster decisions and deliver better experiences.
How does Salesforce improve productivity?
Salesforce improves productivity by centralizing data, automating repetitive tasks, improving reporting and connecting sales, service, marketing and operations workflows.
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