What’s Inside?
- Integration of a unified digital platform to manage the entire lifecycle of wealth management contracts and investments.
- Automation of complex document generation, delivering personalized investment summaries in flexible PDF and Word formats.
- Implementation of a custom calculation engine for internal and external partner commissions.
Context
Our client is a reference leader in private management, wealth management, and family office services in France. They provide high-level strategic advice on asset optimization, tax strategy, and investment transmission. To support their premium service model, they required a digital ecosystem capable of providing a 360-degree view of complex client portfolios.
Challenges
The firm needed to replace fragmented manual processes with a streamlined digital environment to handle the following:
- Multi-Stakeholder Collaboration: Ensuring seamless interaction between various experts throughout the lifecycle of contracts and investments.
- Reporting Complexity: Generating highly detailed, configurable investment summaries for clients at the click of a button.
- Commission Management: Automating the calculation of performance-based commissions for a diverse network of partners.
- Data Centralization: Consolidating movements, operations, and asset compositions into a single source of truth.
The Solution
We implemented a robust collaborative platform built on Microsoft Dynamics 365, integrated with specialized cloud components.
- Core Wealth Module: A customized CRM environment to track relations, contracts, operations, and real-time investment movements.
- Advanced Document Engine: Integration of the Aspose library and Microsoft Azure to generate on-demand investment synthesis documents.
- Calculation Automation: Specific workflows designed to automate and secure the calculation of partner commissions.
- Unified Interface: A personalized user experience tailored for consulting professionals to view client situations globally.
Our Contribution
Spoon Consulting provided end-to-end expertise, bridging the gap between high-level financial strategy and technical execution:
- Architectural Design: Defining a data model capable of handling complex asset compositions and movements.
- Full-Stack Development: Managing the complete design, construction, and configuration of the Dynamics 365 environment.
- System Integration: Expertly connecting the CRM with multiple external financial systems to ensure data veracity.
- Lifecycle Support: Providing support during the user acceptance testing (UAT) phase and post-launch stabilization.
Benefits
The transformation significantly enhanced the firm’s operational agility and client value proposition:
- Accelerated Reporting: On-demand generation of complex PDF/Word reports saved significant administrative time.
- Improved Collaboration: A unified tool now supports the entire lifecycle of operations across different internal departments.
- Transparent Partner Management: Automated commission tracking reduced errors and improved relationships with external partners.
- Enhanced Client Experience: Consultants can now provide more proactive advice thanks to a real-time, 360-degree view of client accounts.
Key Figures & Dates
- Project duration: Launched July 2017
- Workload: 160 man-days
- Impact: Strategic platform supporting over 200 specialized licenses
