Single source of truth for a global wealth & asset management company

London&Capital are a global wealth and asset management company based in London. They specialise in private clients, US connected families, institutions and trustees.

  • London&Capital use Salesforce Financial Services Cloud to report complex relationship structures through its ‘ARC’ functionality.
  • Financial Services Cloud enables London&Capital to bring pipeline management and customer servicing functions all under one platform.
  • Comnexa worked with London&Capital to put Financial Services Cloud at the centre of the business, as the single source of client, intermediary and prospect data.
  • The users and executives report that they have a system that allows for relevant and up to date key information to be input by advisors; who can also now easily generate live reports. This increases efficiency, reduces risk of incomplete data, empowers users and promotes cross team collaboration.
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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.

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Quote Mark
Comnexa were an engaged and informative partner throughout this project, taking their time to understand our requirements and processes to provide us with the best Salesforce solution. They were extremely easy to work and communicate with and I would thoroughly recommend them as a Salesforce partner.

Tom Lawson, Head of Change, London&Capital

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