The solution will provide Invest Blue with the tools to enhance administration, operations, and marketing efficiency while also bolstering practice management, client engagement, and workflow capability.
Invest Blue found that GBST’s WealthConnect solution, which streamlines practice management with a single, client- and compliance-focused system powered on Salesforce, matched their needs. The combination of WealthConnect and Salesforce will serve as the primary hub for Invest Blue’s client engagement, investment, and portfolio data. It will aggregate multiple systems and provide improved visibility.
GBST’s Head of APAC, Jeff Hall, said, “WealthConnect will become the central source of truth for Invest Blue’s data across its multiple businesses, hundreds of users and thousands of clients; we are delighted they have put their trust in GBST to deliver.”
One of the key reasons for Invest Blue’s selection of WealthConnect was its activity management and workflow capabilities. “Most workflow tools require a linear process”, explains Hall. “WealthConnect can have loops, cancellation points, pathways and multiple options, so you can take your current business processes and build them into the dynamic workflow system. It’s designed to align with the way your business functions. Rather than prescribing how you must run your practice, we provide a framework and structure to build on that brings a new level of visibility and efficiency.”
David Stephen, Managing Director of Invest Blue, said, “GBST’s trusted reputation in the market, the depth of WealthConnect’s product functionality, its ease of integration, and being based on the Salesforce CRM were all factors that led us to select it for our business. With a team of more than 125 professional advisers across over 35 locations and an expectation of considerable year-on-year growth, we required a solution to meet our current needs and scale with us into the future.”
“We are committed to managing our clients’ wealth to ensure they maximise the opportunity to live their best possible lives. WealthConnect will give our team more time to focus on personalised client needs, allowing Invest Blue to deliver on our client commitments.”
