Development Services Implements Community Cloud for Rockpool Investments


Financial services (wealth management) investor, Rockpool, trusted Salesforce partner Passage Technology for development services to Community Cloud. Case study, customer success story.Rockpool Investments LLP is a financial company that helps build wealth for clients through direct investment in private companies. Their experienced team provides a thorough analysis to clients. Rockpool Investments LLP also contributes to the success of companies by giving them a source of flexible capital.

Challenge: Enhancing Functionality & Information Options for Investors 

Rockpool Investments LLP needed to provide customers with more information about their investments and allow them the ability to request investment opportunities through a customer community. They also needed to provide transparency with their 2,500+ investors, and the community needed to be responsive for desktop and mobile devices.

Solution: Branded Customer Community Adds More Flexibility 

Passage Technology's Development Services team created a new customer community that allows Rockpool Investments to access existing data in their Salesforce org and display this data to the client. The team used Salesforce’s Lightning Design System (SLDS) and the grid system to make sure the content on the community was responsive on screens of all sizes. Custom Rockpool branding was also added to the customer community.

  • Clients can view their acknowledged requests and pending requests for investment opportunities.
  • Access to view all of the opportunities that they can request.
  • Provides the ability to submit a new request on opportunity of interest.
  • A feature that shows six different reports based on the accounts they select.
  • Access to training videos.
  • Ability to download tables of financial data and reports.
  • Ability to download training documents.

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