Mercer Global Advisors
Financial Service Cloud Optimization
We do business differently. We see opportunities in challenges, and we find solutions.
Mercer Global Advisors is a financial services company based in California. Mercer works with their customers to get taxes completed. They are financial advisors and a wealth management company.
Mercer implemented Salesforce’s Financial Services Cloud to gain a 360 degree view of their customers to ensure their customers best experiences. Divergent became their partner in maximizing the functionality of Financial Services Cloud and Lightning Scheduler. Divergent is at the forefront of certifications for Financial Services Cloud and has been from the beginning of the beta testing. Divergent optimized the investment in Financial Service Cloud and worked on customized email templates and Lightning Scheduler.