Northstar Financial Advisors
Key Results
$0 extra
CRM Cost
Included in membership
40% faster
Lead Response
With integrated workflows
100%
Compliance Docs
Auto-generated and audit-ready
100%
Advisor Adoption
Full team using CRM in 2 weeks
The Challenge
As a wealth management firm, Northstar needed enterprise-grade security but couldn't justify Salesforce Financial Services Cloud ($5,000+/month) plus separate IT and security vendors. Their advisors were using spreadsheets to track clients because the CRM was too expensive and disconnected from their operations.
The Solution
TSSAC deployed the integrated CRM with financial services customizations, connected it to Microsoft 365 for seamless email and calendar sync, and implemented the security monitoring their regulators required. Advisors now have a single dashboard for client relationships, compliance documentation, and IT issues.
"The CRM alone would have cost us $4,000/month with Salesforce. Getting it integrated with our IT operations and security? That's what makes TSSAC different. Our sales team can finally see which prospects are engaging without juggling three dashboards."
Sarah Blackwood
VP of Sales, Northstar Financial Advisors
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