Transforming Client Intelligence with Salesforce Agentforce
Acquis deployed Salesforce Agentforce for a leading fund administration firm, creating an AI assistant that consolidates internal CRM data with external market intelligence to accelerate business development and enable more strategic client conversations.
Assembling client intelligence across fragmented sources
The firm's business development team manages relationships with private equity, venture capital, and alternative investment managers, making every client interaction an opportunity to strengthen relationships and identify new business opportunities. Preparing for those conversations, however, required significant manual effort.
Client information was spread across multiple Salesforce objects and pages, requiring team members to navigate between records to assemble a complete picture of an account. At the same time, valuable market intelligence from external sources existed outside the CRM, forcing users to switch between platforms to understand a client's broader market position.
As a result, business development partners spent valuable time gathering contract details, financial metrics, pipeline activity, engagement history, and market intelligence before each meeting instead of focusing on relationship strategy. Without a single, comprehensive view of each client, preparing for conversations remained inefficient and inconsistent.
Delivering unified client intelligence with Agentforce
Acquis partnered with the client to implement Agentforce, creating a conversational AI assistant that unites internal relationship data and external market intelligence in a single experience.
Working closely with business stakeholders, Acquis designed custom prompts that generate structured client summaries tailored to the information business development partners need most. The summaries combine contract details, products and services, pipeline opportunities, financial metrics, recent activities, key contacts, and relationship history into a concise narrative that users can access through a simple natural language prompt.
To enrich those summaries, Acquis integrated Salesforce with Preqin, allowing Agentforce to incorporate external market intelligence alongside CRM data. Users can view assets under management, investment strategies, fund performance, and industry positioning without leaving Salesforce, providing broader context for every client conversation.
The conversational interface also allows business development partners to ask follow-up questions and explore specific topics, such as upcoming renewals, recent opportunities, or engagement history, without navigating multiple systems. To support long-term adoption, Acquis paired the implementation with training, demonstrations, and ongoing feedback sessions that continue to shape how the solution evolves.
More informed conversations through unified client intelligence
By uniting internal CRM data and external market intelligence, Agentforce significantly reduced the time required to prepare for client meetings. Business development partners can access comprehensive account summaries with a single prompt, eliminating the need to navigate multiple Salesforce records or switch between platforms to gather context.
The ability to ask follow-up questions through natural language gives users immediate access to the specific information they need, whether they are reviewing recent client activity, preparing for a renewal discussion, or evaluating pipeline opportunities. Early adoption across the business demonstrates the value of delivering trusted information within a single experience rather than requiring users to assemble it themselves.
The implementation also establishes a foundation for continued innovation. As the client expands its use of Agentforce, it plans to introduce capabilities such as predictive upsell recommendations and AI-assisted analysis of client communications, extending the value of the platform beyond client preparation and into strategic business development.
Do more with Salesforce
Connect with Acquis to explore what's possible with Agentforce