Kyle Wesley
they could make small changes like adding a field here and there , but we couldn ’ t make big changes which is what an office our size needed .”
The migration from standard Salesforce to Practifi involved a true database migration as opposed to a plug and play implementation , and carrying this out successfully is , he says , the achievement he and the team are proudest of since it was so challenging . “ When you are making changes to a trading platform you are perhaps affecting a quarter of the office : when you ’ re dealing with a CRM migration , every single user in the office has their business disrupted . As advisors prepare to review for a client I need to know all the past interactions and planning notes . Now I have AUM , my clients , their family members , dates of birth , emails – everything – on a one page tear sheet , something we couldn ’ t even have dreamed of in the old system .”
And , at the same time , he ’ s able to get metrics more reliably through Salesforce , with neat data integrations 191
Kyle Wesley
EXECUTIVE PROFILE Kyle Wesley is the Chief Digital Officer for Bleakley Financial Group . He officially joined the firm in 2016 but worked very closely with its operations team as a Senior Trader with LPL , one of Bleakley ’ s five custodial platforms . After joining the firm , he became an integral part in the expansion of its technology platform – from enhancing its reporting capabilities to implementing a new CRM system for its advisor teams . Kyle ’ s key focus is to continue growing the digital platform of Bleakley , ensuring that the experience benefits both the advisors and its clients . www . fintechmagazine . com