Smzh Employs Salesforce's AI to Transform Financial Services
smzh is a comprehensive financial services company that provides holistic advice for everyone at every stage of life. Its motto, 'focus, scale, lead', guides both its advisory services and digital transformation efforts.
The company's AI-powered approach aims to deliver smarter advice and faster service. In 2024, smzh put Salesforce at the center of its operations, connecting all data and AI agents to advise clients on key decisions.
Patrick Cancedda, Director of Technology & CRM at smzh, explains how their journey began with a focus stage, building foundations and creating a single source of truth in Salesforce. The scale stage followed, growing the system's capacity while keeping it simple for users.
The company now has over 18,000 clients, 11,000-plus opportunities in the pipeline, and more than 200,000 leads. AI-powered capabilities have improved client experiences and advisor efficiency, increasing data quality and reducing repetitive tasks.