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We make data and technology work properly for fund managers and wealth firms. Then we keep them working.
Fund flows, APL, platform and research tracking, and direct investor, retail and institutional management, built in as first-class objects instead of bent-out-of-shape generic ones. AI runs through every workflow, not bolted on as a side panel, surfacing patterns and flags at the record level. Reporting lives inside the platform, no separate tool needed.
Explore GEMFund flows, APL, platforms and research tracking, modelled the way fund managers actually work, not adapted from generic CRM objects.
Institutional, retail and direct investor management, each with its own workflows and its own view of the data.
Patterns and flags surfaced against the record you're looking at, not a separate report you have to go run.
Fund flow, APL and platform reporting, live from your CRM data, one platform instead of two.
We sit between your commercial teams and the platforms they depend on. The job is making sure the technology serves the strategy, not the other way around.
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