About Anker Capital
Anker Capital is a forward-thinking financial services firm that empowers its team of brokers to manage sensitive client relationships and complex deals. Their business model relies on maintaining the highest standards of operational efficiency and absolute data confidentiality between team members
The Challenge
As Anker Capital looked to the future, they sought to modernize their technology stack to better align with their broker-first philosophy.
Enhancing Data Privacy: In the high-stakes world of brokerage, client confidentiality is paramount. The firm wanted to implement a more granular security model where brokers have complete focus on their own portfolios without accessing sensitive data from colleagues a level of control that was difficult to achieve in their previous environment.
Modernizing the Broker Experience: The leadership team recognized that their brokers needed agility, not administrative friction. They saw an opportunity to move away from rigid legacy software to a modern interface that would intuitively support their daily workflows and drive higher adoption.
Optimizing for Agility: Rather than maintaining a heavy, generalized CRM, Anker Capital wanted a purpose-built solution that offered flexibility and speed, allowing them to adapt quickly to new market opportunities without high overhead.
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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