CRM, pipeline and marketing solution for a fiduciary & fund business
In 2016, Coutts & Co Trustees relaunched itself under a new boutique private client brand, Highvern, following a management buy-out. The business has $10bn under administration across a wide range of asset classes including direct and portfolio investments or funds, real estate, luxury assets and substantial operating businesses.
- Highvern uses Salesforce to manage complex intermediary relationships and the businesses global pipeline.
- Highvern uses Salesforce to track and manage ROI on marketing campaigns, including international business development trips.
- Due to the MBO, Highvern had a requirement for rapid deployment of Salesforce. Comnexa worked with Highvern to get Salesforce up and running in less than a month, including data migration from legacy systems.
- Highvern’s users report that Salesforce is significantly easier to use when compared to the legacy systems that the business was migrating away from.
Products Used
About Comnexa
For over a decade, our founders had used Salesforce within the businesses they worked at and witnessed first hand the success it can bring to an organisation. Comnexa was founded in 2016 with the ambition to help more businesses harness the power of Salesforce and drive sales, marketing, operational and administrative efficiencies. Today we are driving businesses forwards by putting Salesforce at the centre of their universe, helping them process and analyse key business data from a central source of truth and ultimately operate in a strategic and data driven manner.
We predominantly work with Financial and Professional Services businesses because this is what we know best. A number of our team started their careers in the financial services industry before training in Salesforce and so we understand the challenges faced by businesses and speak their language.
As we’ve grown and developed implementation experience, we have developed accelerators and project methodologies we can guarantee lead to success. Our experiences include working with businesses across several jurisdictions, time zones, and regulatory environments and for whom client data security is their top priority. We believe this means we can offer our clients a unique proposition and an efficient road to success.
