The client was major US financial major dealing in financial, retirement, insurance, and investment services, products, and solutions. The key objective of the client was to expedite customer on-boarding and plan the setup process by minimizing the manual work across various onboarding stages. The client partnered with us to track and create various activities and tasks on Salesforce and support real-time, on demand fetching and feeding of most updated customer onboarding information to external entities like SetIt, FundOps and Task Manager.