Call Us Today !

ADSI

ADS Investment Solutions, a leading Wealth and Asset Management company linking the East and the West.

ADS Investment Solutions is committed to offering affluent, high net-worth, institutional clients and External Asset Managers a world-class wealth management service by delivering customised investment experiences.

Industry

Financial Services

Country

UAE

Services

Sales

Website

ADSI

Challenge

They needed activity tracking for daily tasks and meetings.
They needed centralized system, they were working on old and multiple softwares to handle their daily operations.
They needed visibility for higher management on day to day operations.

Solution

Salesforce lightning with activity tracking & 360 degree view of accounts.
Automations in the daily operation,increasing productivity immensely.
Salesforce mobile giving flexibility for sales team on the go.
Reports and Dashboards for C-Level to get instant metrics.