PROBLEM
Valeur Capital is a financial‑services firm operating from offices in London and Switzerland, providing asset management, investment advisory, and trading services to its clients. The business supports clients throughout the entire investment lifecycle—from market analysis and opportunity identification to portfolio construction and risk management.
As Valeur grew its client base and investment activity, reliance on spreadsheets and disparate systems began to limit efficiency, transparency, and compliance control.
Key challenges included:
- Fragmented data and processes
Client records, deal management, and product data were stored across multiple spreadsheets, making it difficult to track activity consistently. - Manual and error‑prone compliance processes
Approval and compliance workflows were handled across disconnected systems, increasing the risk of human error and slowing onboarding. - Limited transparency for clients
Clients did not always have timely or clear visibility into the performance of their investment products. - Complex reporting requirements
The nature of asset management made it challenging to provide clients with a holistic, up‑to‑date overview of portfolio and product performance. - Lack of a central client engagement platform
Valeur wanted to offer a secure, interactive environment where clients could actively engage with their investments.
Valeur Capital required a secure, compliant CRM solution that could centralise data, streamline compliance, and improve transparency for both staff and clients.
SOLUTION
Cooper Parry Digital implemented Salesforce Financial Services Cloud alongside Salesforce Community Cloud, delivering a unified, compliant, and client‑centric CRM environment.
The solution included:
- Salesforce Financial Services Cloud as a single source of truth
Sales, deal, product, and client data were unified in one platform, replacing spreadsheet‑driven processes. - Streamlined compliance and approvals
Compliance workflows were moved entirely into Salesforce, automating approvals where possible and improving visibility into required steps. - Standardised sales and deal management
Salesforce opportunity management provided structure and consistency across sales and investment processes. - Client community portal
A secure client portal was built using Salesforce Community Cloud, giving clients direct access to their investments. - Product performance visibility
Clients can view, analyse, track, and download product performance data presented through clear, visual charts. - Mobile‑optimised customer experience
The community portal was designed to be fully mobile‑friendly, ensuring accessibility anytime, anywhere. - Secure third‑party integration
An SFTP‑based integration ensured safe data transfer between Valeur’s systems and Salesforce.
VALUE ADDED
The Salesforce solution delivered by Cooper Parry Digital transformed Valeur Capital’s operations into a transparent, compliant, and client‑focused CRM ecosystem.
Key outcomes included:
- One trusted source of truth
Centralised data improved transparency, accountability, and operational efficiency. - Significant time savings
More than 20+ hours per week saved by reducing manual processes. - Faster, more efficient compliance onboarding
Compliance onboarding efficiency increased by 60%, with clearer visibility for sales teams. - Client growth enabled by platform scalability
Valeur supported 10× more clients, connecting nearly 300 investors through Salesforce. - Improved client engagement and transparency
Clients have real‑time access to investment performance, improving trust and satisfaction. - Reduced risk and improved governance
Automated compliance processes lowered the risk of human error. - Competitive differentiation
The client community became a unique selling point—an engaged, informed investment ecosystem. - Strong user adoption and satisfaction
Valeur rated the implementation 10/10 in the Salesforce App Program and 5/5 on Salesforce AppExchange.
