Case Study


Sales Cloud Implementation


EQONEX is a provider of institutional-grade digital asset investment solutions. FCA regulated, and offering regulated infrastructure and products, EQONEX work with their clients to deliver best practices to safely unlock digital asset and cryptocurrency investment.

Digivault, a subsidiary of EQONEX, offer robust and secure crypto custody for institutions and high net worth individuals to safeguard their digital assets with an industry-accredited solution, engineered by security and technology experts.


EQONEX required a solution for both EQONEX (Asset Management) and Digivault (Custody) for the management of their respective clients, as well as the different solutions provided by each business division.

To support their growth plan, EQONEX and Digivault require a CRM system to provide an oversight of both business division’s client bases, and the sales processes from lead nurturing to sales opportunity management. The distinct processes of each business division need to be captured accordingly. EQONEX has chosen Salesforce and Adapt IQ to implement the solution that delivers on this initiative.


EQONEX now has a platform that can segment leads, capture different types of Accounts, and offer uniform sales processes for their different solution offerings.

The compliance status of clients can now be tracked in Salesforce, with automation to ensure KYC/ AML is complete before any products offerings reach fruition. Further automation was configured at Account level to provide an overall view of the client’s Assets Under Custody, further enhancing the overall view of the client base.

The specific sales processes for EQONEX and Digivault not only allows each business division to capture information relevant to their offerings, but also supports visibility across the group to track metrics on overall performance.

Finally, a comprehensive reporting suite was delivered, providing EQONEX with the ability to make informed data driven decisions.