Explore how CodM Software implemented Salesforce Financial Services Cloud for RJIM with secure role-based access, Sales Cadence automation, and scalable CRM architecture.
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.
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.
Financial Services Cloud visual mockup for stakeholder review and solution storytelling.
Financial Services Cloud visual mockup for stakeholder review and solution storytelling.
Financial Services Cloud visual mockup for stakeholder review and solution storytelling.
Financial Services Cloud visual mockup for stakeholder review and solution storytelling.
“CodM Software delivered a secure, scalable and efficient Salesforce FSC implementation that improved operational workflows and client engagement.”
Client StakeholderRaymond James Investment ManagementSalesforce 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.
Permission set groups combine related permission sets so Salesforce admins can assign access faster while keeping profiles lean and scalable.
Sales Cadence guides sales users through structured outreach steps such as emails, calls and follow-ups, helping teams reduce manual effort and improve consistency.
Customer 360 helps teams see customer data, interactions and service history in one place so they can make faster decisions and deliver better experiences.
Salesforce improves productivity by centralizing data, automating repetitive tasks, improving reporting and connecting sales, service, marketing and operations workflows.
Financial ServicesA Salesforce and MuleSoft transformation covering delegated access, easyAdvantage+ quote retrieval, DCEVersion workflows and TA Intake automation.
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InsuranceA Salesforce Lightning modernization project focused on org consolidation, LWC, Apex, Visualforce refactoring and secure integrations.
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Customer ServiceAn AI automation program improving customer response speed, task routing and Salesforce service productivity.
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