CRM Transformation using Salesforce to Empower over 8000 Independent Financial Advisors for a Global Bank

Business Needs & Challenges

Our client was using an outdated, slow, and unresponsive legacy platform that was hindering business growth. Their diverse CRM systems resulted in data fragmentation and inconsistent customer experiences. This lack of a unified system led to visibility issues, inefficient processes, and inability to meet current business requirements.

Our Solution Approach

Coforge reengineered the legacy infrastructure into a modern CRM platform using Salesforce, empowering over 8000 independent advisors. The solution provided a unified platform, streamlining operations, and enhancing client relationships.

The Power of Transformation

• Enhanced customer satisfaction with self-service features
• Improved collaboration between clients and advisors
• Reduced application completion time from 1 hour to 10 minutes
• Empowerment of 8000+ advisors through improved collaboration tools
• 40% cost savings via automation
• 40% reduction in onboarding time

Key features

• Customer 360 View: A comprehensive view of the customer integrating data from various sources. Customer Onboarding: Digitized onboarding forms for ease of use.
• Digital Account Opening: An enhanced UI for seamless account opening.
• DevOps: Streamlined release management process through CI/CD framework.
• Regulatory Compliance: Custom encryption for data security.
• Integrations: Salesforce integration with legacy systems for improved data quality.