About The Solution

Our client is an enterprise-level corporate bank looking for a solution to create targeted campaigns that are highly customizable and flexible, can track clients throughout their journey, can perform multi-channel campaigns and measure campaign effectiveness across channels. Dreamstel Technologies has provided necessary consulting services and provides a necessary Salesforce solution for their problems. By utilizing Salesforce, our client transformed from a transaction-focused business to a guest-centric ecosystem.

Background

The client serves corporations across 30 countries and serves mid-market to large multinational corporations. Their legacy system had not been optimised for a few years and was getting outdated. We decided to utilize the Salesforce Financial Services Cloud for the best upgrade and features. This became the primary platform for Industry-specific Banking Data Model and connected crores of banking systems via MuleSoft API layer. 

With the help of Salesforce, teams now had segmented clients by industry, revenue and geography. We made portals with the help of Salesforce Experience Cloud for self-service features reducing service inquiries by 60%. Corporate Clients can now access documents, initiate transactions, and communicate with their relationship teams

Challenges

Here are the challenges that the organization was facing:

Objectives

The core objective of this project is to create targeted campaigns that are highly customizable and flexible, can track clients throughout their journey, can perform multi-channel campaigns and measure campaign effectiveness. Let us see in details:

Results

Analysis

Strategic Takeways

The new system helped fill quite the number of pain points the institution was facing. Here are a few strategic takeaways:

• The pre-built Salesforce feature enabled faster implementation and better compliance outcomes.
• Salesforce's embedded AI provided predictive insights that helped get insights and predict risks.
• Salesforce's unified profile and AI insights improved win rates
• Salesforce-powered automated workflows cut client onboarding time in half

Conclusion

With the help of Salesforce, we helped our client enhance their digital transform for banking operations. The solution’s flexibility, combined with industry-specific capabilities, enabled our client to address immediate pain points while building a solid foundation for future innovations. Dreamstel Technologies will continue to provide ongoing support and optimization for a longer lifecycle.