Home Platforms Insights CCD Jr Get in touch Melbourne · Est. 2016
We make data and technology work properly for fund managers and wealth firms. Then we keep them working.
GEM replaces a customised Salesforce instance with a CRM modelled on how fund managers actually work, covering fund flows, relationship management and reporting. Claude sits inside every workflow, helping you read the data as you go rather than after the fact.
Explore GEMFund flows, APL, platform and research tracking are modelled the way fund managers actually work.
Institutional, retail and direct investor relationships each get their own workflow and their own view of the data.
Patterns and flags appear against the record you are already looking at.
Fund flow, APL and platform reporting run live from the same platform, no separate tool required.
We sit between your commercial teams and the platforms they depend on, making sure the technology serves the strategy.
Salesforce configured for how your sales team actually works. Greenfield builds, migrations, and fixing what is already there.
Implementation, ongoing admin, sales process design, pipeline and reporting.
Email platforms, campaign architecture, and event workflows. The infrastructure that makes good marketing possible without the manual work.
Platform implementation, templates, event management, audience segmentation.
The connections, integrations, and analytics that turn scattered systems into something you can actually run a business from.
Fund flow analytics, integrations, data quality, dashboards and reporting.
Crinkle Cut Digital is a sales and marketing enablement consultancy for Australian fund managers and wealth management firms. We have worked exclusively in financial services since 2016.
A small number of platforms, understood properly. Shallow familiarity spread across every tool in the market is worth less than hard-won fluency with the ones that matter.
The person who scopes the work delivers it. Every engagement is priced before it starts. There are no surprises at the end because there is no ambiguity at the beginning.
We do not need a discovery phase to understand FUM, fund flows, APL relationships, or wholesale client compliance. Ten years inside this industry's data model.
Every engagement is scoped and priced upfront. No timesheets, no hourly billing, no surprise invoices at the end of the month.
The work is done by the people who understand it. That is how we keep quality consistent and communication clean.
We use tools to scale your voice and sharpen your data. The result is more of you, faster and further reaching, without losing what makes your firm distinct.
Headless Salesforce does not replace existing Lightning applications, reports, or automations. The more consequential questions are about licences and what happens to audit trails when the standard user model is bypassed.
June 2026Most Pardot preference centres are a checkbox list and a submit button. The platform is capable of significantly more, and the gap between what most organisations ship and what is possible is worth understanding.
June 2026When a contact changes employer in Salesforce, their activity history moves with them. Most people treat this as a bug. It is not. Understanding the logic makes the behaviour predictable.
June 2026No forms. No gatekeepers. Drop us an email and you will hear back from someone who understands your stack.
info@crinklecutdigital.com