Financial Services Company Sees 40% Increase in Employee Productivity After Salesforce FSC Implementation

The Solution

A phased implementation of Salesforce applications was proposed beginning with the implementation of Salesforce Financial Service Cloud (FSC) to replace the client’s legacy system. This provided the client with a customized UI (user interface), in-depth business logic, and a 360-degree view of customers.

Salesforce Lightning Platform was implemented, allowing the client’s developers to quickly and easily build additional customizations and perform any needed configurations. Paired with Informatic Cloud’s point-and-click tools, they could develop integrations between Salesforce and existing in-house applications. By utilizing Lightning Platform along with this, the client achieved a faster and more fluid user experience.

Salesforce Customer Relationship View (CRV) application was implemented to provide a better customer experience and raise employee productivity levels. Keeping all the clients’ services, including banking, mortgages, investing, and credit cards, in sync. The CRV application was integrated with the new in-house system, including Marketing Capture Lead (MCL) software for seamless data flow of standard of care, outbound offers, and prospects between team members. With the help of Informatica’s on-premise integration, the MCL software created an organized system of records. It leveraged the power of Salesforce, allowing the client to perform more complex business processes.

The CRV application was integrated with the organization’s on-premises database using Lightning Platform. Connect virtualization in Salesforce without placing sensitive data into the cloud platform while keeping their existing system as-is for record-keeping purposes. With the help of Salesforce’s CRV application, the client saved time on customer service and achieved a greater focus on high-value tasks while increasing end-user productivity.