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Banks Increases Productivity with Salesforce Implementation Case Study
Case Study

One of India's Largest Banks Increases Productivity with Salesforce Implementation

Client

The client is one of the largest private sector banks in India. The Bank provides a range of financial solutions to individuals, small businesses, and corporates.


Industry

Banking & Financial Services


Region

India

Banks Increases Productivity with Salesforce Implementation

Challenges

The bank had huge volumes of data which was scattered across multiple systems. It was challenging for the bank to consolidate the data from various touchpoints and get in-depth insights for management for making business decisions.

Low collaboration between lenders, agents, and customers due to varied systems led to a higher execution turnaround time.

The bank wanted to generate insights from the data scattered across different branches of the bank and improve collaboration between lenders, agents, and customers.

Solution

Datamatics consulted the bank and enabled them in generating banking insights with Einstein Analytics for reports and dashboards.

The data loader helps in processing the data activity like Bulk Uploading of Master data and transactional data from the legacy systems.

The Financial Service Cloud has action plan feature and action plan template maintenance for improving agent productivity

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Impacts

Faster resolution time

Faster resolution time

Increase in agent Productivity
Increase in agent productivity

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