Digital Transformation Goals by leveraging the Salesforce Platform
Cloud Infomatics is a leading specialized technology consulting firm based in India, helping customers realize their Digital Transformation Goals by leveraging the Salesforce Platform. Through proven and successful methodology and technology, CI provides effective Salesforce services, such as Salesforce administration, consulting, configuration, integration, product development, implementation, customization, training and support.
This project showcase shows the approach taken by Cloud Infomatics to drive digital transformation by leveraging Salesforce for one of their commercial banking client.
About Commercial Banking:
A commercial bank is a type of financial institution that accepts deposits; offers checking account services; makes business, personal and mortgage loans; and offers basic financial products like certificates of deposit (CDs) and savings accounts to individuals and small businesses.
Issue with existing system:
• Multiple legacy systems was not aligned in enterprise digital strategy
• Absence of a single integrated loan system
• Poor user experience hampering 360 degree customer view
• Lack of compliance check and manual processing
• Lack of auto-generated reports
Action :
• Supported end-to-end user functionality
• Integrated real time and batch services
• Automated stage tracking
• Streamlined the process using approvals & validations
• Improved user experience
Work done by Cloud Infomatics :
• Built centralized CRM system which could replace the existing system
• Implemented solution on salesforce platform to enhanced user experience along with integrated 10-
15 external system
• Saved salesforce license cost by using the platform license instead of salesforce license
• Client was able to engage more customer and were able to manage effectively
• Build UI in salesforce lightning for effective user experience
• Build interactive and real time record reordering just by drag and drop
• Real time document generation in excel and PDF
• Integrated multiple file system like CMOD and FileNet to reduce salesforce storage cost
• Enable real time customer authentication MDM system
Impact :
• Improved data quality
• Improved profitability
• Loan get approved in 4 -5 hours
• Centralized CRM system
• Increased Revenue
• Improve customer service
Learn more about: Cloud Infomatics’ Salesforce Development Solutions
Official website: http://www.cloudinfomatics.com/
Contact: +91-6363463012
