Founded in
2007

Manages over
$4.6 billion in assets

Staff Augmentation
engagement model

Executive Summary

Pure Financial Advisors is a fee-only Registered Investment Advisor founded in 2007. The firm manages over $4.6 billion in assets. Through a Staff Augmentation engagement, CUBE84 supported improvements across Salesforce integrations, automation, and quality assurance processes to address technical inefficiencies and enhance sales productivity.

Who They Are

Pure Financial Advisors is a fee-only Registered Investment Advisor specializing in retirement planning and tax-optimized investment management. The firm manages over $4.6 billion in assets.

Salesforce Solution Summary

Under a Staff Augmentation model, CUBE84 supported Salesforce enhancements that included integrations with Einstein Analytics, Pardot, Chili Piper, and Outlook. The engagement focused on streamlining lead conversion processes, improving data synchronization, transitioning legacy automation to Salesforce Flow, implementing GitHub-based testing protocols, and building a centralized advisor meeting console.

At A Glance

Before

After

Inefficient technology architecture

Streamlined integrations across Salesforce and connected tools

Manual entry of sensitive financial data

Improved automation and data synchronization

Redundant processes across financial planning tools

Centralized advisor meeting console

Limited quality assurance structure

GitHub-based testing protocols

Beyond The Surface Problem

The organization faced technical inefficiencies within its technology stack. Manual handling of financial data and limited testing processes created operational strain.

Two underlying realities shaped the situation:

Manual processes were embedded in core workflows.
System integrity depended on informal validation methods

Pure Financial Advisors’ Objective

Address technical debt within the Salesforce environment.
Improve advisor productivity across sales and planning workflows.
Strengthen financial data reporting and system reliability.

Here’s How We Did It:

CUBE84 integrated Salesforce with Einstein Analytics and Pardot to support lead conversion workflows. Salesforce was also synchronized with Chili Piper and Outlook to improve appointment and portfolio management coordination.

Legacy automation was transitioned to Salesforce Flow. GitHub-based testing protocols were implemented to support quality assurance. A centralized advisor meeting console was built to unify workflows and tool access.

Transformation In Motion

The engagement reduced reliance on manual processes and strengthened system reliability. Sales workflows and financial data management processes were supported through improved integrations and automation.

FAQs

Staff Augmentation.

Einstein Analytics, Pardot, Chili Piper, and Outlook.

Salesforce Flow automation, data synchronization enhancements, GitHub-based testing protocols, and a centralized advisor meeting console.

It is a fee-only Registered Investment Advisor founded in 2007 that manages over $4.6 billion in assets.

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