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Replacing Legacy System with Salesforce for 30-Year-Old Financial Services Company
Salesforce customer success story behind modernizing a 20-year-old database for better client communication and efficiency
Replacing Legacy System with Salesforce for 30-Year-Old Financial Services Company
Asset Management Consultants
Website:
assetmc.com
assetmc.com
Industry:
Financial Services
Financial Services
Headquarters:
📍 Nokesville (VA), USA
📍 Nokesville (VA), USA
Number of employees:
2-10
2-10
About the Сlient
Asset Management Consultants is a specialized recovery firm with over 30 years of experience operating across most US states. The company helps builders, developers, contractors, and homeowners recover lost construction bonds, performance deposits, and surety funds that were never reclaimed due to incomplete closeout processes or project transitions.
The client identifies these outstanding guarantees and works directly with municipalities to navigate and complete the release process on behalf of its clients. A core part of the business is the proprietary nationwide database that the client has built by collecting data from municipalities across the country.
Products used:
- Financial services
Project details:
- 20-years-old database
- Long-term project, completed in November 2025
- Legacy data migration
- Workflow automation
Services provided:
Challenges
Asset Management Consultants used to rely on a 20-year-old legacy database that functioned more like a giant spreadsheet.
Key limitations included:
- No true account profiles for clients or prospects
- Inability to search the database effectively unless the user already knew exactly what they were looking for
- No scalable way to run marketing campaigns or broad client communications
- Limited reporting and visibility, causing recoverable funds to slip through the cracks for years
The business had spent three decades refining highly specific processes for recovering municipal and state deposits. Any new system needed to preserve those proven workflows while bringing the operation into the modern era.
Solution
Twistellar helped implement Salesforce Sales Cloud with extensive customizations to fit Asset Management Consultants’s unique process of recovering municipal construction bonds and deposits. The goal was to keep every proven step the company had developed over 30 years, while moving away from an outdated, spreadsheet-like database to a modern CRM system that is easy to search and use.
The solution included:
- Custom records to track bonds, deposits, and release processes with municipalities
- Proper client and contact profiles (Accounts and Contacts in Salesforce)
- Tools for sending targeted email campaigns
- Advanced reporting and automation built around Asset Management Consultants’s existing workflows
Scope and Process
- President at Asset Management ConsultantsI was blown away with Dimitri’s [CEO of Twistellar] understanding of the business… Most people’s eyes glaze over when I explain it, but he picked it up very quickly. Once you understand the business, it’s such a key component to building a successful system.
Objectives: Replace a 20-year legacy database while preserving proven workflows, implement Salesforce Sales Cloud tailored to the client’s recovery processes.
Deliverables: Documentation of 30 years of workflows, custom objects and automation design, 20+ years of data migration, multiple testing cycles, team training.
- President at Asset Management ConsultantsThe launch had very minimal bugs — that’s a credit to the work the Twistellar team put in, communicating with us and going through a very detailed process to get us ready for go-live.
Results
Just two weeks after go-live, the impact of the new Salesforce Sales Cloud implementation was already clear to the entire Asset Management Consultants team.
Staff immediately noticed how fast and flexible it is to find information – something that used to be a daily struggle in the old spreadsheet-style database.
More importantly, the team started uncovering hidden opportunities that had been completely overlooked for years: Bond records and recoverable funds tied to existing clients that the legacy system simply couldn’t surface.
Better client communication, cleaner research tracking, and stronger visibility into municipalities and deposits have already started streamlining day-to-day work.
The launch process itself was described as remarkably smooth, almost issue-free – a direct result of Twistellar’s thorough preparation and close collaboration with the AMC team.
Client Testimonial
- President at Asset Management ConsultantsWe worked directly with Sergey as our main contact, and I honestly can’t say enough good things about him. His involvement and hands-on support were incredible and were the key to getting us to a successful launch.
Our business is pretty niche, and what we do is very unique, so explaining our processes to anyone has always been a challenge. That was my biggest worry going into the project. Most companies are used to more “cookie-cutter” businesses, and I was afraid ours would be way harder than anyone expected. It definitely was, and both our internal team and Twistellar underestimated the complexity at first.
But Twistellar never wavered. Their dedication and willingness to stick with us through all the challenges is exactly why the project turned out to be a huge success.
Want to start with Salesforce quickly? Twistellar provides fast-track implementation options across a broad range of Salesforce products. Reach out to us, and we’ll help you choose the right path forward.