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 Information

• The client is a part of India’s modern breed of true unbiased client focused Financial Planning Firms.
• They have a vision to empower its clients through quality unbiased financial advice, latest technology that helps clients with their personal financial management & also assisting them in realizing all their dreams and converting them into realistic achievable goals.

Business Requirement

• The client had a B2B business model wherein channel partners were responsible to leverage the financial platform built on force.com to expand the clientele.
• Required a portal for partners to manage their customers and collaborate with the client.
• Subscription based model for franchisees.

Solution

• Implemented Partner Communities for their business partners.
• Exposed the financial application to the partners.
• Provided them a responsive UI to use the platform on their smart devices during client visits.
• Implemented Chatter to collaborate.
• Implemented Case Management to handle any issues related to the platforms.
• Reports and Dashboards.

Key Highlights

• Better conversion ratio.
• Easy to use application on a mobile platform.
• Impressive responsive UI.
• Streamlined the case management process.