Industry
Private capital
Engagement
Financial Services Cloud
Timeline
Multi-phase
Key result
Coverage visibility
The challenge
What they came to us with
Distribution and relationship data was spread across systems, and reporting could not answer basic coverage questions about who owned which relationship.
Activity capture was inconsistent, so investor engagement history depended on individual recollection.
Our approach
How the work was sequenced
Phase 01
Model the relationships
Account, household, and intermediary structures configured in Financial Services Cloud to reflect how capital actually flows.
Phase 02
Capture the activity
Meeting and outreach capture wired in so engagement history builds automatically rather than by memory.
Phase 03
Investor reporting
Coverage and engagement reporting built for the distribution team and leadership.
The results
What changed
Coverage view
Who owns which relationship is answerable in one place.
Activity capture
Engagement history accrues without manual logging discipline.
Investor reporting
Distribution reporting available without data assembly.
Skydog Ops is exceptionally responsive and solution-oriented. They don't just "take tickets", they hop on calls, unpack the business context, and propose options with clear trade-offs.
What's next
The relationship continues across additional distribution workflows and reporting for new fund launches.
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