Building one system out of
nine disconnected tools

Reps spent 24 hours a week each on manual work: data entry, email drafting, proposal building. Lead volume sat at 10 per week, against an industry benchmark of 40–50 for mid-market advisory firms. Outreach was limited to email, and generic messaging pulled a 15% reply rate, below the 20–25% industry average.

Zoho CRM, Mailchimp, LinkedIn Sales Navigator, ZoomInfo, and Excel operated as five separate systems of record. Nothing synced in real time, which meant duplicate outreach, missed follow-ups, and no consistent picture of where a prospect actually stood.

We built a lead scoring model on wealth-management-specific criteria — net worth, investment goals, decision-making authority — enriched with real-time third-party data and synced live across every existing tool, so reps worked from one prospect view instead of five.

On top of that, we built a multi-channel outreach engine combining personalized email, LinkedIn, and call scheduling, driven by intent signals tracked across 3,000+ financial services sources. Proposal generation was automated from CRM data, cutting the time to build one from two hours to fifteen minutes.

Within six months, weekly lead volume grew from 10 to 45, a 4.5X increase. Positive reply rates moved from 15% to 42% on personalized, multi-channel sequences.

Manual task time per rep dropped from 24 hours to 7 hours a week, saving 14 hours a day across the team. Five previously disconnected tools became one source of truth, and the firm absorbed a 4X increase in lead volume without adding headcount.