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Case Study
Implementation of Financial Service Cloud & Ongoing Maintenance for Financial Services Client
Domain: Banking & Financial Services
Product line :
Key Challenge:
- Customer was looking for building a seamless platform to provide credit card and other SME Loans to US and Non-US applicants with good credit scores.
- Setting up Salesforce for card/ Loan application underwriting requests.
- Salesforce integration with Omaha for card issuing and card production requests.
- Integration with a web portal capable of digital credit card acceptance.
- Setup of Salesforce Marketing cloud along with the relevant studios to enhance customer & employee experience with Email Studio, Ad Studio, Social Studio, and Journey Builder.
Our Solution:
The Result:
This helped setting up template
and configuration-based solutions for sales process, resulting faster, accurate and cost-effective closure of financing process.
Faster and accurate control
on Customer onboarding, which involves tedious legal and other customer credit check steps.
Improved Credit card creation
and Loan Origination process. with use of tools like Experian credit services and OMAHA's Account and Credit card generation APIS.
Better customer satisfaction
with faster resolution through social listening.
