Revolutionizing Customer Experience for a Global Financial Services Provider with Salesforce


A prestigious global financial services firm recognized for over 160 years of innovation sought to transform its customer service approach to meet modern digital demands. 

The Challenge

The company was grappling with outdated customer interaction techniques that failed to leverage vast data insights, leading to slow response times and a decline in customer satisfaction. In an era driven by digital immediacy, the firm struggled to meet the evolving expectations of a tech-savvy clientele demanding real-time services and personalized interactions. 

The Solution

Salesforce Implementation:

Adopted Salesforce’s comprehensive suite, including Sales Cloud and Service Cloud, to unify customer interactions across all platforms. 

Customer 360 Integration:

Implemented Salesforce Customer 360 to integrate disparate data sources, creating a unified view of all customer interactions, which enhanced personalization and service efficiency. 

AI-Driven Insights:

Leveraged Salesforce AI to analyze customer data, predict needs, and offer proactive solutions, transforming the customer interaction model from reactive to anticipatory. 

Employee Empowerment:

Enhanced employee capabilities through Salesforce’s mobile solutions and Chatter, enabling them to access complete customer views and collaborate in real-time, thus improving customer engagement and satisfaction. 

Client's Comment

“Susan Sobbott, president of Global Corporate Payments, remarked, ‘This partnership with Salesforce redefines our service delivery, empowering us to anticipate and meet customer needs in real-time, a revolutionary step in our digital transformation journey.'” 

The Impact


Increase in customer satisfaction through reduced response times and personalized service offerings.


Reduction in operational costs due to optimized processes.


Increase in ROI from streamlined customer service operations.


Improvement in employee satisfaction enhancing productivity through better workflows and real-time data access.

Tech Stack

Our love for technology and its potential to make a positive impact on the world is all-consuming. We thrive on tackling the toughest challenges our clients bring us, and it drives us to go above and beyond. We find joy in pursuing these challenges and continuously strive to exceed expectations.


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