The Non-Banking Financial Company requires a technology-based solution for loan approval and management. The company needs to a make presence on a cloud-based platform to manage loan applications & other financial services on a large scale. Client Business Background Being…
Business Requirement The bank wanted to have a unified platform to offer new products and services based on the customer’s borrowing history and have a single view of all the loan account details and the documents submitted by him. Problem…
A leading financial services tech firm required a holistic wealth management solution to cross sell and up sell. Force.com was used as a platform to develop wealth management solution thereby helping the clients achieve their long term goals in relation…
One of the most diversified India based NBFC’s was looking to improve business operations and profitability by cross selling credit cards to its large retail customer database Leveraging Salesforce1 platform a new transaction processing system was designed to automate the…
A modern breed financial services bank was looking for a tailored CRM solution to provide faster and more personalized services to his customers. The motto was to follow a holistic approach that would take into account all available and meaningful…
A Financial services firm with a B2B business model wanted the leverage the force.com platform to help their channel partners close deals faster and enhance the productivity of the advisors. A partner communities implementation was the one stop solution. Client…
A leader in retail banking needed to streamline service operations to better support customers and adapt to a fast-changing market. Salesforce Cloud solution implementation provided scalability with complete visibility and collaboration across the business. Client Information Client is a leader…