Challenges
+ Expanding Coverage Came at a Cost
Their previous solution forced an all-or-nothing approach to CRM population. There was no way to push individual contacts into Salesforce on demand, so any coverage effort required bulk imports that drove up record counts and created ongoing hygiene work.
+ Manual Upkeep with No Scalable Fix
Keeping CRM data current required unsustainable manual upkeep as distribution coverage expanded. The team needed an integration that could stay in sync without placing the burden on individual users.
+ A CRM That Had Outgrown Its Data Foundation
Over 100,000 records had accumulated in Mondrian's Salesforce instance, most of which were unused. Cleaning and restructuring that data was a prerequisite to building any reliable workflow on top of it.
+ A Small Team Covering a Much Larger Market
Mondrian's business was historically built on institutional relationships. Moving into retail wealth meant a fundamentally different coverage challenge: a lean team responsible for a much broader and more distributed advisor universe, with limited time to spend on prospecting manually.
Why They Chose FINTRX
Results & Impact
+ 80,000 Records Removed
Working with FINTRX's integrations team over several months, Mondrian was able to identify and remove more than 80,000 unused Salesforce records. As Dan noted about the onboarding experience, “They were there to help make those matches, connect the data how it needed to be connected, and essentially clean up our entire Salesforce system.”
+ Selective Syncing Replaces Bulk Imports
Mondrian's team can now push individual contacts into Salesforce on demand rather than loading entire segments in bulk. According to Bannon, “the ability in FINTRX to click and migrate somebody and sync somebody into Salesforce is indispensable for our team. We use it all the time to get people moved into Salesforce and then start tracking our conversations with them.” That single workflow change eliminated the core data hygiene problem the team had been managing manually.
+ CRM Data That Flows to the Rest of the Business
Because Salesforce functions as Mondrian's central data hub, records imported via FINTRX automatically propagate through Denodo, the firm's data virtualization layer, and out to other parts of the business. Clean inputs at the source mean clean data everywhere downstream.
+ AI Tools Helping a Lean Team Cover a Bigger Market
As Mondrian shifts distribution attention toward the retail wealth channel, its small team is using FINTRX's AI features to prioritize outreach. According to Dan, their team is leveraging FINTRX AI to “determine the best way to talk to different advisors, or finding advisors in a certain area that might be higher likelihood to convert into clients.”
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