If you’re a Registered Investment Advisor (RIA) trying to grow your business, you probably already keep an eye on things like revenue and assets under management (AUM). But those numbers only tell you what’s already happened. They don’t help you make smarter decisions today.
“Relying only on AUM and revenue is like driving while only looking in the rearview mirror.” – Jenna Connell, SOLVD Consultant
At SOLVD, we help RIAs go beyond the basics. With Salesforce Financial Services Cloud (FSC), you can track the numbers that really show where your business is heading—and how to grow faster and smarter.
Yes, AUM and revenue are important. But they don’t tell you:
Other CRM tools can’t show you the full picture because they weren’t built for financial services. But Salesforce FSC was. It helps you understand not just numbers, but people—like how families are connected, what services they use, and what goals they have.
“Salesforce FSC gives you a clearer view of your business, so you can grow with confidence.” – Jenna Connell, SOLVD Consultant
Here are the KPIs (key performance indicators) we recommend tracking:
You want to grow. That means bringing in new clients—and keeping them happy.
Sometimes the best growth comes from the clients you already have.
Growth isn’t just about doing more—it’s about doing things better.
Start simple. Pick a few KPIs that match your goals and track them closely. Use the dashboards and reports in Salesforce FSC to stay on top of your progress.
“If you’re not using FSC to its full potential—or you’re curious about how Agent Force can help—you don’t have to figure it out alone.” – Jenna Connell, SOLVD Consultant
We’re here to help you build a growth plan that actually works. Visit our website to schedule a free consultation. We’ll help you decide which KPIs matter most for your business and how to track them easily.
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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