From Fragmented Systems to Seamless Success: How Futureform Transformed AES International’s Operations and Client Experience

Introduction

AES International, a leading wealth, insurance, and risk-mitigation solutions provider, struggled with operational inefficiencies. Disconnected systems, manual data handling, and a lack of integration between their marketing and CRM tools impacted their ability to scale and deliver a seamless client experience.

Project Challenges

AES International faced multiple challenges:

• Multiple Systems & Data Duplication: Data had to pass through multiple systems, leading to duplication, conflicts, and manual entry, impacting client experience.
• Fragmented Processes: Each internal team used separate applications, requiring manual email handovers that increased effort and slowed processes.
• Disconnected Systems: Inefficient processes due to unconnected systems affect throughput and limit business growth potential.
• Marketing System Limitations: AES needed a marketing platform that was fully integrated with Salesforce.
• Disconnected Marketing & CRM: Their existing marketing system did not integrate with Salesforce, preventing proper alignment between marketing and sales.

Why Futureform?

AES International selected Futureform for our proven expertise in Salesforce Financial Services Cloud, Marketing Cloud, and process automation. Our ability to replace outdated systems, streamline processes, and enhance efficiency made us the perfect partner for their transformation.

Solution

Futureform implemented a fully integrated Salesforce solution, consolidating marketing, sales, client advisory, and operational processes within Salesforce. Key aspects included:

• System Integration & Automation
  We reduced the number of systems and spreadsheets, eliminating duplication and conflicts to ensure data integrity while creating a unified platform across teams.
• Revenue Matching & Automation
  We automated revenue processing, reducing manual effort and improving accuracy with structured workflows and validation rules. Additionally, we provided training and documentation for seamless adoption.
• Client Portal with Experience Cloud
  We developed a branded portal for financial data access and support requests, featuring intuitive navigation with account and case management. AES was also empowered to enhance the platform post-implementation.
• Marketing Cloud & CRM Integration
  We connected Marketing Cloud with Salesforce for full data alignment, automating lead capture and campaign management while seamlessly migrating forms, templates, and journeys for a smooth transition.

Results and Impact

Futureform’s solution delivered substantial efficiency gains and enhanced client experiences:

• Reduced Manual Effort: Automation minimised manual data entry and processing times.
• Increased Efficiency: Validations and automated workflows improved accuracy.
• Enhanced Client Engagement: The self-service client portal has reduced inbound inquiries.
• Improved Marketing Performance: Lead scoring and automated campaigns optimised targeting.

Customer Testimonial

“Futureform team’s ability to give insights into how we might want to enhance on something in the future was really invaluable. It takes no time their side to finish the conversation with a “this is how you could build on X in future” but is a real value add to clients. This is the kind of initiative that helps us see where there could be value in more project work with Futureform in future knowing what the potential is and that someone has the ideas to support the enhancements.“

— Pippa Miller, AES International

Conclusion

By partnering with Futureform, AES International transformed their fragmented systems into an integrated, efficient platform that enabled growth and improved client experiences. Our tailored solution not only addressed their immediate operational challenges but also added long-term value by streamlining processes, reducing manual effort, and enhancing data accuracy.