West Point Partners Financial Services Cloud Story

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

As West Point Partners grew, it wanted to move its deal and investor data from Apto to a native Salesforce foundation that could scale with the firm and support investor marketing.

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 works from one record for every investor relationship and can segment investors by region. Investor nurture journeys run in Marketing Cloud Account Engagement, and Agentforce turns meeting notes into structured records with human review. The team is trained to run both independently.

One Financial Services Cloud record for every investor relationship.
Investor data structured for segmentation by region.
Investor nurture and segmentation running in Marketing Cloud Account Engagement.

Agentforce turning meeting notes into structured records, with human review.

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