PMS & AIF · IndiaHow Alchemy Capital Management is scaling relationship led investing on Salesforce.
A reimplementation of Financial Services Cloud, shipped in 10 weeks, with AI agents in production six weeks after go live.
- Client
- Alchemy Capital Management
- Industry
- PMS & AIF · Wealth
- Services
- FSC reimplementation · AI agents
- Timeline
- 10 weeks + 6 weeks
Salesforce was always supposed to run this business. The bigger surprise was how quickly Preconfigured got us there, and what we've been able to build on top of it since.
A relationship business, at scale.
Alchemy is one of India's most established PMS and AIF providers, serving HNI investors, family offices, and institutional clients across decades long relationships.
As Alchemy's book grew, the team faced a high stakes question — how to scale relationship led investing without losing the depth of relationship that built the firm in the first place.
Salesforce was in place, but it was not built around the way an investment management business actually runs. The investor 360 was incomplete. Relationship structures between investors, family members, family offices, distributors, and advisors lived in spreadsheets or in the heads of senior RMs.
PMS and AIF pipelines did not reflect the way the team actually qualified, onboarded, and renewed investors. Service requests were tracked inconsistently. Leadership had limited visibility across the book.
The platform was technically running. It was not running the business.
How do we scale relationship led investing without losing the depth of relationship that built this firm?— The question that defined the engagement
A clear plan, a credible timeline, and a delivery model built for the AI era.
After evaluating multiple Salesforce partners, Alchemy chose Preconfigured. The difference showed up in the numbers from day one.
Reimplemented around Alchemy's actual operating model.
Financial Services Cloud, rebuilt as the system the business runs on — not a system sitting alongside it.
Preconfigured reimplemented Financial Services Cloud around Alchemy's investor 360, real relationship group structures, separate PMS and AIF pipelines, onboarding and service workflows, and dashboards for RMs, distributors, and leadership.
Crucially, the data structure was designed from day one to support what came next.
From scoped to live in 10 weeks.
Against a typical industry baseline of six to nine months for Financial Services Cloud work of comparable scope.
We were not looking for another consultant. We were looking for a partner who could deliver in our timeline and stay ahead of where the industry is heading. Preconfigured did both, and they did it without the overhead of a traditional SI engagement.
Most Salesforce remediations end at go live. This one didn't.
Six weeks after the reimplementation shipped, Preconfigured deployed a set of AI agents — built natively on the new platform, powered by clean data and real relationships.
The agents prepare RMs for every investor conversation, summarize years of history into the moments that matter, surface next best actions, draft follow ups, flag stale opportunities, and monitor onboarding and service workflows for gaps before they become relationship issues.
The system the business runs on — and learns from.
What started as a reimplementation is now compounding into a continuously improving platform.
The reimplemented Salesforce platform is no longer a system sitting alongside the business. It is the system the business runs on. The AI agents continue to learn from every investor interaction, surfacing patterns that inform how RMs operate and how the firm grows.
For Alchemy, the win is not just operational efficiency. It is the ability to scale relationship led investing without compromising the relationship.
Investor 360, made real.
A complete view of every investor, family member, family office, distributor, and advisor — including how they relate to one another. Senior RM context, no longer trapped in spreadsheets or memory.
Pipelines that match the business.
Separate PMS and AIF pipelines that reflect how Alchemy actually qualifies, onboards, and renews investors — instead of forcing the team into a generic CRM funnel.
Agents that compound.
Native AI agents that prepare RMs, surface next best actions, draft follow ups, and watch workflows for gaps — each one learning from every conversation it touches.