Aument Capital Enhances Efficiency by Tenfold with Titan!

In contrast to the competition, Aument Capital has gotten off Excel and invested heavily in their Salesforce! Their entire customer database is cloud-based and built into Salesforce. Even better, all their pricing and asset management is API’d into Salesforce, as well as their workflows and documentation. Salesforce is their hub for data and workflows, acting as their single source of truth.

While Aument Capital is ahead of the pack, they have experienced some pain points in streamlining their Salesforce. Specifically, they recently faced a challenge when looking for a signing solution to integrate with their CRM. They needed an intuitive tool that plugged directly into Salesforce, gave them full customization, and saved their team time. Initially, Aument Capital struggled to find a tool that fit their budget and enabled them to create solutions to suit their bespoke use cases.

After trying out a competitor tool and being disappointed, Aument Capital decided on Titan as their signing and document management solution. It didn’t take the team long to learn the tool and they started building deal flows in no time at all. With the power of Titan Sign and Document Generation, Aument Capital can now:

• Generate a document from Salesforce by pushing a single button.




• Customize documents using no-code.




• Create usable and intuitive workflows, built specifically for Salesforce.




• Build a beautiful Salesforce environment for both internal and external reporting.




• Track the entire signing process and document lifecycle in their CRM.




• Make solutions faster than ever before with drag-and-drop tools.

And all this came at a fraction of the cost of competitor products.

Since leveraging Titan, Aument has optimized the signing process, boosted customer satisfaction, and helped their employees cut back on time-consuming manual labor. These are the highlights of what Aument has achieved with Titan:

• • Enhanced Efficiency by tenfold.

• • Reduced Human Error.

• • All documents are now integrated with Salesforce.

• • Established an easy-to-use signing process and document management system.

What’s Next for Titan & Aument Capital?

Aument Capital is so thrilled with their experience that they are now using Titan Web to build a bespoke portal for clients. Via this portal, clients will be able to transparently view their wealth and see how their assets are broken down. The portal is in Beta testing and will be live in the near future.

It promises to provide the family office space with strong reporting for clients, filling a real gap in this market. Giving their clients this wealth story will give Aument Capital the edge over competitors. Stay tuned for all the exciting updates!