Client: West Point Partners
TECHNOLOGY
- Salesforce Financial Services Cloud
- Marketing Cloud Account Engagement
- Agentforce
ABOUT CLIENT
West Point Partners is a private equity real estate investment firm managing capital, asset management, and investor relations.
NEED
West Point Partners ran its deal and investor data through Apto, a legacy package layered on Salesforce, and it was breaking down as the firm scaled. Contacts at the same investor firm required duplicate account records, address fields were rarely populated, and leadership tracked deal summaries and fee potential by hand in Google Sheets.
APPROACH
CloudMasonry migrated West Point off Apto onto a native Financial Services Cloud foundation, then added marketing automation and AI-assisted record-keeping in a second phase.
- Rebuilt the data model and migrated all historical deal and investor data.
- Added a custom Deal Console for bulk pipeline editing.
- Layered on Marketing Cloud Account Engagement for investor nurture journeys and segmentation.
- Built an Agentforce pipeline that turns unstructured meeting notes into structured records, with human-in-the-loop review built in.
OUTCOME
West Point now works from one clean Financial Services Cloud record for every investor relationship, with duplicate accounts eliminated and deal and address data structured well enough to segment investors by region. Marketing Cloud Account Engagement now runs investor nurture and segmentation that used to happen by hand, and Agentforce turns meeting notes into structured records automatically, with West Point’s team trained to run both independently.
- One clean Financial Services Cloud record for every investor relationship.
- Duplicate accounts eliminated and data structured well enough to segment by region.
- Investor nurture and segmentation running in Marketing Cloud Account Engagement.
- Agentforce turning meeting notes into structured records, with human-in-the-loop review.
