Salesforce Financial Services Cloud ROI case study: Trilogy Financial

Trilogy Financial moved to Salesforce Financial Services Cloud to drive a centralized, consistent approach to all its client intake, marketing, sales, and support processes. Nucleus found that the project enabled the company to increase productivity, data accuracy, and visibility across the organization while reducing costs. Prebuilt industry-specific capabilities enabled Trilogy to avoid additional customization and integration work, as well as ongoing administrator support, that would have been needed without Financial Services Cloud.
ROI: 147%
Payback: 1 year
Average annual benefit: $972,091