Millennium Trust - CloudMasonry

Client: Millennium Trust

TECHNOLOGY

Salesforce Experience Cloud
AWS
Heroku

QUOTES

“It was their working style. the collaboration between our developers was great, and communication was clear. overall, they were very easy to work with.”

MARIA TACADENA | AVP, Sr. Project Manager/Scrum Master, Millennium Trust Company

ABOUT CLIENT

Millennium Trust is an expert provider of specialized custody solutions for alternative assets, investment accounts, and retirement funds.

NEED

Millennium Trust needed development support for its customer-facing portals, built on Salesforce Experience Cloud and integrated applications.

APPROACH

As part of CloudMasonry’s engagement with Millennium Trust, we were tasked with developing and providing ongoing iterative support on three customer-facing portal products. Due to the financial and client-facing nature of these solutions, CloudMasonry needed to deliver a seamless external-facing UX that also integrated tightly with outside financial institutions and processing systems. We collaborated with Millennium Trust on a governance structure and leveraged their existing Jira environment to track the entire DevOps process to accomplish this development effort.

OUTCOME

Millennium Trust’s customers use three reliable portal products, integrated with the financial systems they depend on, and all Salesforce development is coordinated through a single governed process.

Three customer-facing portal products running on a reliable, well-integrated platform.

Integration with outside financial institutions and systems.
A single governed development process across concurrent initiatives.
Clear visibility across Salesforce initiatives.

Client Success Stories

CloudMasonry implemented Salesforce CPQ for Smith System, automating quote-to-cash across two business entities and replacing manual quoting and pricing.

CloudMasonry implemented Salesforce Spiff for OpenX, automating incentive compensation across its global sales organization.

CloudMasonry grew a single Salesforce system assessment for Charles Aris into a multi-year Managed Services partnership spanning HubSpot, Teams, and MuleSoft integrations.

CloudMasonry migrated West Point Partners off Apto onto Financial Services Cloud, then added Marketing Cloud Account Engagement and an Agentforce records pipeline.

CloudMasonry built Wings for Life a Donor Data Playbook that standardized how every donation source is imported into Salesforce, verified, and reconciled against QuickBooks.

CloudMasonry is leading a Salesforce org carve-out for One Identity, migrating legacy CPQ to Revenue Cloud Advanced and modernizing service with Agentforce.

CloudMasonry and HNI partnered to increase website lead conversion through Salesforce Marketing Cloud Account Engagement (formerly Pardot).

CloudMasonry partnered with Patreon to deliver real-time pipeline reporting in Salesforce and strengthen adoption across teams.

CloudMasonry consolidated ELIQUENT’s post-acquisition Salesforce instances and deployed Salesforce Contracts, cutting contract processing time by 70 percent.

How CloudMasonry rebuilt World Bicycle Relief’s fragile fundraising platform integration and built executive Tableau dashboards, giving the nonprofit real-time visibility into donor performance and grant tracking.

CloudMasonry delivered a five-cloud Salesforce platform for ASME, replacing legacy PIM and order entry systems and connecting quote-to-cash with digital commerce.

CloudMasonry designed a solution to centralize both client communications and operational data to ensure more efficient client responses without the need for additional headcount.