About Anker Capital
Anker Capital is a financial services firm that relies on a team of brokers to manage sensitive clients and deal information. Their success depends on operational efficiency and maintaining the highest standards of data security between team members.
The Challenge
Anker Capital needed to cut costs and move away from their rigid Salesforce CRM, which was not suited to their business needs. The team was impressed with Attio's user-friendly interface and saw an opportunity to build a more flexible system.
Lack of Data Confidentiality: The primary challenge was that Salesforce did not allow for proper access control, meaning brokers could see each other's contacts and deals.
Rigid and Inefficient Workflows: The team found Salesforce cumbersome, which led to low adoption and a reliance on manual workarounds.
High Operational Costs: The existing CRM was expensive and did not provide the flexibility or specific features the firm required.
Our Approach
We designed and built a new Attio workspace from the ground up, focusing on data security and broker-specific workflows.
Methodology: The project involved a seamless data migration from Salesforce and the creation of a custom workspace with advanced permissions to ensure strict data segregation between brokers.
The Stack: We managed the migration from Salesforce to Attio and integrated Ply to enable one-click email automations for the brokers.
Data & Automation: We architected a system where each broker can only see their own contacts and deals. The most complex part of the project was structuring their contract data and automating core broker workflows, like sending templated emails directly from Attio.
The Results
The migration provided Anker Capital with a secure and efficient CRM tailored to their business needs.
Guaranteed Data Confidentiality: The new system ensures brokers can only access their designated contacts and deals, eliminating internal data leakage risks.
Increased Team Adoption: By moving to a more intuitive and user-friendly platform, team adoption and data quality have significantly improved.
Streamlined Broker Workflows: The automation of key tasks, like sending templated emails, has reduced the administrative burden on the brokerage team.
Why It Matters
For financial services firms, a rigid and expensive CRM can hinder growth and create security risks. Migrating to a flexible platform allows for the creation of custom-tailored workflows and security protocols that fit the unique needs of a brokerage, improving both efficiency and compliance.
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