FigTree Financial, a wealth management firm, streamlined its business operations with Salesforce Pro Suite, consolidating tools and processes, automating tasks and increasing efficiency to set the stage for long-term success.
FigTree Financial was juggling three entirely separate systems which made it hard to see the full picture of client interactions and created frustrating inefficiencies.
Juggling disconnected systems wasted time and kept advisors from focusing on clients. Because nothing lived in one place, client interactions and opportunities slipped through the cracks — and advisors were stuck tracking everything manually. Forecasting and budgeting were done manually or with tools that weren’t made to forecast, making it tough to see the full pipeline or plan ahead with confidence.
The biggest problem it solves for us and one of the main reasons why we chose Salesforce is that we had a case management tool, a help desk system, and a separate tool to track sales — but since they weren’t connected, advisors were constantly toggling between systems.
Rameez IshmaelIT Operations Manager, FigTree Financial
By moving from three separate systems to a single platform, the team reduced time spent switching between tools by roughly 10%. FigTree knew they needed a single, trusted system to bring everything together, improve efficiency, and give advisors the clarity to focus on clients.
Before Salesforce, FigTree’s advisors were juggling multiple disconnected tools — a sales tracking tool, a case management system, and a help desk — that made every client interaction feel fragmented. Forecasting, budgeting, and even simple follow-ups required extra time and effort because nothing lived in one place.
After implementing Salesforce Pro Suite, that all changed. The team found Pro Suite easy to set up and quick to get started with, and guided onboarding helped them see value right away.
I think Pro Suite has made life easier because all the data is right there. You don’t have to jump from one system to the next, it makes finding information fast and easy.
Rameez IshmaelIT Operations Manager, FigTree Financial
Now, every advisor works from a single, connected platform where client data, case management, and reporting all come together. Notifications trigger follow-ups automatically, and logging interactions takes minutes instead of hours. Key improvements include:
Together, these changes have given FigTree’s team the clarity and speed they were missing, setting the stage for measurable results.
For FigTree, Salesforce Pro Suite delivers more than efficiency — it’s purpose-built for small businesses and provides a professional, flexible foundation for long-term growth.
Since adopting Salesforce Pro Suite, the impact has been clear across the business.
But beyond the metrics, the transformation is cultural. Advisors now have full visibility into every client relationship and can spend their time where it matters most — building trust and offering guidance. Leaders can see the business clearly and make confident decisions.
The result is a more connected, empowered team — and a business that’s positioned to grow faster, with less complexity.
Pro Suite is flexible, dynamic, and easy to use from a technical standpoint – a simple platform that packs a big punch.
Rameez IshmaelIT Operations Manager, FigTree Financial
That flexibility has allowed FigTree to shape Pro Suite around the way they work, from mandatory fields that encourage adoption to automations that give advisors time back for client relationships. Beyond streamlining daily tasks, Pro Suite has also strengthened credibility with clients by ensuring every interaction is tracked and nothing slips through the cracks.
As FigTree continues to expand, the platform offers room to evolve — with opportunities to integrate more systems, deepen automation, and ultimately grow with Salesforce. For the team, Salesforce isn’t just a tool for today — it’s a trusted partner that supports their mission to deliver exceptional financial services and scale with confidence.
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