Client Data Collected in Half the Time for Trilogy Financial Services

Client data was only updated in Salesforce during intake and annual reviews, leaving long gaps where key information like addresses, birthdays, and identification details became outdated or unreliable.

Information was captured through handwritten meeting notes and manually re-entered into Salesforce, resulting in incomplete records and inconsistent data across the CRM.

When critical client data was missing or outdated, teams were unable to move forward with key processes such as opening new accounts, handling rollovers, or completing servicing tasks, introducing delays that impacted both the client and advisor experience.

Trilogy Financial Services implemented Titan Experience Studio to bridge the gap between how client data is collected and maintained inside Salesforce.

A structured digital form is triggered ahead of key client interactions, prompting clients to review and update their information before speaking with an advisor. The guided stepper experience captures personal details, address information, identification fields, employment data, and required file uploads, with all data written directly back to Salesforce in real time.

Trilogy Financial Services also introduced a short Risk Tolerance Questionnaire that takes one minute to complete. Clients select responses through guided fields, with results immediately available to advisors for portfolio assignment.

Automated workflows manage the form delivery and follow-up process, ensuring client completion and keeping Salesforce records accurate and up to date without manual re-entry.

Client Data Collected in Half the Time
What once took a week now happens in days, with clients completing updates through a direct link and data written straight into Salesforce.

Reduced Advisor Admin
Client information is captured digitally and synced to the CRM, removing manual data entry and freeing advisors to focus on client service.

Higher Data Accuracy
Salesforce records stay complete and up to date, with forms guiding clients to fill in missing or outdated information.

Fewer Delays in Client Workflows
Account openings, rollovers, and servicing tasks are no longer held up by incomplete or outdated data.

Less Client Back-and-Forth
A single direct link replaces multiple handoffs, reducing unnecessary client communication.

1-Minute Risk Profiling
Clients complete risk assessments in under a minute, with results instantly available in Salesforce for portfolio alignment.