Fantastic, multi-lingual interfaces created exceptional Customer Experiences

About the Client

The client provides discretionary investment management services to private clients, foundations, endowments, pensions, and family offices, across the world. They leverage their proprietary investment platform to create effective and customized investment strategies for their customers.

Business Needs

The client uses the Salesforce CRM for their end-to-end business processes for Client Community Portal and Internal System for tracking the private clients, households, etc. They were facing a challenge with the user experience of their portal users with multiple languages.


We implemented responsive design to ensure that the visual representation of large data in a dashboard is not compromised.

Responsive design was used on mobile, tablet, and desktop using the Lightning design system.

Leveraged the Charts JS and the Fusion Chart JS library crafted for the brand

Integrated with CMS connect for fetching the data from their multilingual WordPress site to provide engaging content.

Technology Stack: Communities, Sales Cloud, Chart JS, Fusion Chart JS.


⦁ Collaboration and connection improved their Customer Service .
⦁ Intuitive reporting for groups and individuals generated valuable insights.
⦁ Relevant, customized content significantly improved Customer Engagement.
⦁ The thoughtfully designed, mobile-friendly interface created great user experiences.

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