OVB Aero case study: custom CRM software for financial advisors

Two tablets showing the Aero CRM
01 · The challenge
Advisors shouldn't have to open five tools to answer one client.
OVB is a financial advisory business, and its teams were working across disconnected tools.
02 · Strategy
One workspace, built around the daily jobs
We brought five systems into Aero, a shared CRM. Advisors manage more of their work in one place, with less repeated data entry and fewer handovers, and OVB gains a connected foundation for daily operations.
5Tools integrated into one platform
2,000Daily users
20–30%Improvement in work efficiency, reported in a user survey
Product ideaEverything about a client, in one workspace
03 · Workspace
Client information in one workspace
Advisors needed information from several systems to serve one client.
The Aero client list on a laptop
A personal overview
A client card showing contact status and
A client profile in Aero with an activity
04 · Daily work
Meetings and tasks in the same place
Find a client. Plan a meeting. Follow up on a task. Aero puts those everyday actions in one workspace, with the context advisors need to continue.
The Aero activities calendar on a laptop
A list of activities with priorities and
A new activity form
Search results for 'Martin' across clients
A performance ranking table of
The Aero mobile app
A mobile People screen with client
Six Aero screens side by side
05 · Data and rollout
Making inconsistent records dependable
The old systems stored information in different ways, and some source databases were regularly rebuilt, which made changes hard to track.
Connected nodes for contract status
A map of the connected data around a final
A rollout people could adopt
A shared system only helps if people can work with it comfortably, and advisors have different habits and levels of confidence with software.
1. 01Understand the work
2. 02Connect and build
3. 03Roll out in phases
06 · Impact & proof
What this means if your team works across too many tools
Consolidation is as much about trust as technology. OVB's Aero shows how we approach it: join the records first, design around the daily jobs, and roll out at the pace people can adopt.
07 · Deliverables
Discovery
Workflow mapping, Rollout planning
Engineering
Five-system integration, Consolidated data store
Experience
Client profiles, Planning, activities and notifications

One workspace, built around the daily jobs

We brought five systems into Aero, a shared CRM. Advisors manage more of their work in one place, with less repeated data entry and fewer handovers, and OVB gains a connected foundation for daily operations.