Success stories

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

Written by Admin | Aug 30, 2024 10:31:25 AM

Transforming a global bank's CRM with Salesforce empowered 8000+ advisors, resolving data fragmentation and enhancing client interactions. Highlights include streamlined operations, reduced onboarding time by 40%, and significant cost savings through automation.