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We make sales infrastructure and client technologies 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.
Salesforce and Anthropic have connected Claude directly to the Salesforce platform. The connection carries two things that already exist inside the org, the permission model and a written set of sales skills.
August 2026Einstein and Agentforce each answered the question that model capability allowed at the time. Claudeforce settles on a division of labour that does not need revisiting every time reasoning improves.
August 2026Product lifecycle events are communicated to distribution, compliance, and marketing. The CRM configuration that segments campaigns and groups reports by fund name is rarely on the list.
August 2026Get in touch to find out more about our services and how we can help.
info@crinklecutdigital.com