Household Management
Efficient Household Creation and Maintenance
Maximize Your Salesforce Investment
Salesforce provides the world-class foundation for customer relationship management, but specialized industries require specialized solutions. In the Financial Services space, client relationship needs often exceed standard platform functionality.
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Optimizing the Foundation: While Sales Cloud and Service Cloud offer robust core features, they are built for broad application. They do not include the essential, industry-specific logic required to automatically manage complex household and relationship structures (including life events like marriages, divorces, and dependent status changes) out of the box.
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The Administrative Gap: Without this specialized automation, your Agents, Advisors, and Brokers spend valuable time on manual, repetitive administrative effort to maintain data integrity, hindering their ability to sell and service clients effectively.​
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Every critical client engagement—from tracking a new sale to opening a financial account—must begin with an immediate, accurate, and holistic view of the client.
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To meet high-value sales goals and ensure regulatory compliance, your client-facing teams need a single source of truth: a real-time household record that seamlessly integrates and manages all associated relationships, including spouses, dependents, and linked business entities.
Our Goal
Accelerate sales and maximize productivity by transforming the Client Identification and Management process. We eliminate the repetitive administrative burden on your professionals, ensuring uncompromised household data integrity and efficiency across your entire Salesforce footprint, whether you utilize Sales Cloud, Service Cloud, or Financial Services Cloud.
Accelerators that Drive Real Value
For a Family of 4, Salesforce requires 14 screens and average data entry times often exceed 5 minutes per household.
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The Platinum River INNOVATIONS Household Management Accelerator's Flows require data to be captured in 1 guided wizard-like data capture experience cutting the data entry time by 50% per household.
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The Platinum River INNOVATIONS Household Management Accelerator's Agentic experience, powered by Agentforce, allows the user to dictate to either Salesforce's mobile or web based solutions, cutting the data entry time to under a minute per household.
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For Financial Services Companies that leverage a direct or independent distribution channel, these capabilities can also be embedded into an externally facing Agent or Broker portal.
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Additional benefits exist from Marriage, Divorce, Child Age-Out use cases, as well as from minimizing follow up questions from Operations back to Distribution.
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Additionally, this Accelerator involves a one-time installation fee, and is able to be extended to further meet your needs at any point after the initial installation. The installation process can be completed within a week.
