Incredibly, the implementation of this solution and new ways of working has taken place in the middle of the pandemic with employees working from home. Careful planning and change management combined with the enthusiasm of early adopters have helped drive success and enabled quick wins such as an increase in NPS from 58 to 74. The solution has also equipped the team to work from home as long as they need.
“It doesn’t matter when or where our team works, or where our clients are. With Salesforce and WealthConnect™, everything can be done online and we have confidence that the right outcomes will be delivered every time,” said Rutherford.
The solution also helps Koda Capital to differentiate itself in the industry, and provide clients with services which are more innovative, more focussed and completely transparent. This is especially key as a new generation of younger clients look for a partner they can trust, with strong digital credentials.
“There’s a massive intergenerational wealth transfer underway right now and what made us successful ten years ago, is not what we need to succeed in the future. Clients want to do business their way, and Salesforce will be critical to enabling that,” said Rutherford.