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Increase ROI with Salesforce Financial Services Cloud

Introduction

Industry

Fintech 

Products

Financial Services Cloud 

Capabilities

Build and Implement

They are one of the leading Fintech lenders in the US market. From financing the dynamic growth of the SMEs to offering innovative point-of-sale financing for consumers, they are leading the charge in addressing the country’s enormous credit problem. They offer flexible, short-term loans that can be used to purchase inventory, service new orders, or optimize cash cycles. Their mission is to passionately serve their customers with cutting-edge financial products and strive to help them.

Project Challenges

Following are the challenges which they were facing:

Juggling Disparate Applications: The client wanted to upgrade their customer relationship management (CRM) tracking system. They wanted to integrate multiple in-house systems into a single, cloud-based platform for a more holistic view of all sales and services activities. They envisioned their sales team better equipped with critical intel for improved service, delivery, lead capture, and ultimately, selling.
Reducing the Costs: The client wanted us to help them in minimizing their initial investments and reducing the total cost of ownership.
The Problem in Establishing the Connection: They could not establish proper connection with the customers, as they were not having insights about their customer’s preferences and priorities. Without maintaining strong communication, they were unable to retain customers in their business. They wanted to track and visualize key customer relationships and financial information and keep context with a single pane of glass for managing customer engagements.

Project Challenges



Following are the challenges which they were facing: 
Juggling Disparate Applications: The client wanted to upgrade their customer relationship management (CRM) tracking system. They wanted to integrate multiple in-house systems into a single, cloud-based platform for a more holistic view of all sales and services activities. They envisioned their sales team better equipped with critical intel for improved service, delivery, lead capture, and ultimately, selling.
Reducing the Costs: The client wanted us to help them in minimizing their initial investments and reducing the total cost of ownership.
The Problem in Establishing the Connection: They could not establish proper connection with the customers, as they were not having insights about their customer’s preferences and priorities. Without maintaining strong communication, they were unable to retain customers in their business. They wanted to track and visualize key customer relationships and financial information and keep context with a single pane of glass for managing customer engagements. 

Project Solutions

We implemented the following solution to overcome the above challenges for our client.

Unified Platform: Using Salesforce Financial Services Cloud, we designed and built a modern, shared platform to unite their sales, services, and management teams. We generated a 360-degree view of their customers. Also, migrated over 20 million customers, financial, and interaction data records into Salesforce. Users now had access to the critical information they needed—when and where they needed it. This enhanced transparency and traceability powering productivity, customer satisfaction, and revenue growth.

VIEW COMPLETE SOLUTION

 Project
Solutions

We implemented the following solution to overcome the above challenges for our client. 

Unified Platform: Using Salesforce Financial Services Cloud, we designed and built a modern, shared platform to unite their sales, services, and management teams. We generated a 360-degree view of  their customers. Also, migrated over 20 million customers, financial, and interaction data records into Salesforce. Users now had access to the critical information they needed—when and where they needed it. This enhanced transparency and traceability powering productivity, customer satisfaction, and revenue growth. 

VIEW COMPLETE SOLUTION