iDAD

8 February '25

4 minute read

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PROBLEM

iDAD is a UK‑based investment company specialising in the development of structured investment products for financial advisers globally. The business focuses on delivering bespoke, capital‑protected investment solutions across multiple currencies, while maintaining a high level of service and regulatory control.

As iDAD’s operations grew, its existing systems and processes became increasingly inefficient. Teams relied heavily on Salesforce Classic, Excel spreadsheets, and manual calculations, creating operational overhead and limiting scalability.

Key challenges included:

Manual multi‑currency opportunity management
Complex currency calculations for structured products were handled manually in Excel, consuming significant time and increasing risk of error.
Outdated Salesforce experience
Salesforce Classic limited usability, automation capability, and reporting visibility.
Time‑consuming customer communications
Weekly product valuation emails required manual data collection and individual email sends, resulting in extensive “busy work”.
Commission calculation and statement production
Monthly sales and referral commission statements were manually calculated and distributed, creating inefficiencies.
Disconnected finance systems
iDAD was migrating from Sage to Xero, requiring secure, reliable integration between accounting and CRM systems.
Poor historical data visibility
Product performance and pricing history was stored in spreadsheets, restricting reporting and transparency.

iDAD needed a modern CRM solution that could automate complex financial processes, support multi‑currency operations, and significantly reduce manual effort.

SOLUTION

Cooper Parry Digital delivered a Salesforce Sales Cloud transformation, supported by custom development and financial system integration, to streamline iDAD’s operations end‑to‑end.

The solution included:

Migration to Salesforce Lightning
Salesforce Classic was replaced with Lightning, delivering a modern user experience, improved security, and mobile accessibility.
Multi‑currency automation
Salesforce was configured to automatically calculate and manage multi‑currency opportunities and commissions using custom automation logic.
Automated commission statements
Monthly sales and IFA commission statements are now generated and emailed as PDFs at the click of a button.
Product valuation email automation
Weekly structured product valuations are now sent via automated, scalable email templates—removing manual preparation and distribution.
Xero accounting integration
Salesforce was integrated with Xero via API, enabling automated creation of supplier invoices and seamless commission payment processing.
Centralised historical data management
Custom Salesforce objects were created to store and report on historical product and pricing data, improving transparency and analytics.
User training and adoption
Teams were fully trained on Salesforce Lightning, ensuring confident adoption and long‑term value from the platform.

VALUE ADDED

The Salesforce solution delivered by Cooper Parry Digital enabled iDAD to dramatically improve efficiency, accuracy, and scalability across the business.

Key outcomes included:

More than 10 hours saved per week
Automation removed repetitive manual tasks across currency calculations, valuations, and reporting.
12+ hours saved per week through Xero integration
Automated finance processes improved efficiency and reduced accounting overhead.
90% increase in client uptake of product solutions
Improved responsiveness and streamlined operations supported stronger client engagement.
Significant reduction in operational risk
Automated calculations and validations reduced reliance on spreadsheets and manual intervention.
Improved customer experience
Faster, more consistent communications enhanced service quality for advisers and clients.
Full visibility across products and performance
Centralised data enables accurate reporting and better decision‑making.
Scalable foundation for future growth
Salesforce Lightning now supports iDAD’s evolving business model with flexibility and automation.