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A behind-the-scenes look at how VCS helped Apex Financial Group transform their CRM infrastructure, achieving 47% productivity gains and $4.2M in new cross-sell revenue.
When Apex Financial Group approached VCS, they had a problem that many enterprise financial institutions face: their client data was scattered across three legacy CRM systems, their advisors spent 40% of their time on manual data entry, and their compliance team was drowning in manual reporting.
The result? Missed cross-sell opportunities, compliance risks, and frustrated advisors who wanted to spend time with clients — not with spreadsheets.
Apex evaluated four Salesforce implementation partners. They chose VCS for three reasons:
We conducted 40+ stakeholder interviews, mapped 3 legacy system data models, and designed a unified Customer 360 architecture on Financial Services Cloud.
Our team built custom LWC components for the advisor dashboard, configured Einstein Lead Scoring models, and began the phased data migration of 2.4M records using MuleSoft.
We implemented Salesforce Shield for field-level encryption, built automated compliance workflows that reduced reporting time by 82%, and configured household relationship mapping.
We trained 150+ advisors across 3 regional offices, conducted UAT with 30 power users, and executed a zero-downtime go-live over a weekend.
| Metric | Before | After | Impact |
|---|---|---|---|
| Advisor productivity | Baseline | +47% | More client-facing time |
| Compliance reporting | 15 hrs/week | 2.7 hrs/week | 82% reduction |
| Client onboarding | 21 days | 5 days | 76% faster |
| Cross-sell revenue | $0 identified | $4.2M (Year 1) | Net new revenue |
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