Case Studies

Salesforce Solution for Retail Banking

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 in retail banking. Their retail banking products and services are designed to meet the end-to-end needs of all types of users.

Business Requirement

  • Banks need to analyze operations, refocus channels, and rethink old models to better support customers and adapt to a fast-changing market.
  • Traditional client/server technology solutions impose huge cost, time, and resource barriers


  • Salesforce was chosen as a cloud solution to be more collaborative, lower costs, add flexibility, and maintain the ability to scale rapidly.
  • Salesforce solution provided a complete visibility and collaboration across business, among everyone from tellers to private banking to service operations
  • A complete view of customers’ profiles, households, interactions, campaigns, financial accounts, and more, making it truly easy to segment clients for relationship banking services like investments, insurance, and private banking.
  • Streamlined Service Operations by leveraging case management, call centre,customer portals, website and easy integration with Social Media.
  • Secure and trusted mobile patform

Key Highlights

  • Better client engagement
  • Easy to use application on a mobile platform
  • Increase in productively
  • Streamlined the case management process