Teller Modernization for a premium super regional US Bank
The Bank partnered with SLK to enable an end-to-end modernization of their Teller system.
Relentlessly changing technology and market dynamics have created a high-velocity, always-on environment for financial firms.
AI, automation, and analytics solutions help you improve operating cash flows, reduce working capital, and build robust and resilient operations.
Build efficient business operations and discover the opportunities of a connected environment
Go beyond aesthetics to create simple, superior, and intuitive experiences that transform the way you do business.
Transform and manage your compute storage network, operating system, database, and application environment with enhanced security, powered by AIOps intelligence.
Modernize your business to be cloud-first for greater efficiency, effectiveness, speed, and scale
Modernize your application infrastructure with APIs and Microservices
Get a lightning-fast response to the evolving business landscape to scale operations, accelerate top-line growth, and retain competitive advantage
Automate what is best suited to your goals to drives frictionless digital customer engagements, data-driven insights, and business growth
Modernize development to drive performance and high quality at speed.
Incubate maximum productivity and innovation in cross-functional teams
Effortlessly deliver simple, seamless, and secure experiences to cement your competitive edge.
Modernize core systems, transform processes and services, and get market- leader advantage.
Orchestrate seamless, digital investment services experiences toward health and wealth portfolio management.
Relentlessly changing technology and market dynamics have created a high-velocity, always-on environment for financial firms.
AI, automation, and analytics solutions help you improve operating cash flows, reduce working capital, and build robust and resilient operations.
Build efficient business operations and discover the opportunities of a connected environment
Go beyond aesthetics to create simple, superior, and intuitive experiences that transform the way you do business.
Transform and manage your compute storage network, operating system, database, and application environment with enhanced security, powered by AIOps intelligence.
Modernize your business to be cloud-first for greater efficiency, effectiveness, speed, and scale
Modernize your application infrastructure with APIs and Microservices
Get a lightning-fast response to the evolving business landscape to scale operations, accelerate top-line growth, and retain competitive advantage
Automate what is best suited to your goals to drives frictionless digital customer engagements, data-driven insights, and business growth
Modernize development to drive performance and high quality at speed.
Incubate maximum productivity and innovation in cross-functional teams
Effortlessly deliver simple, seamless, and secure experiences to cement your competitive edge.
Modernize core systems, transform processes and services, and get market- leader advantage.
Orchestrate seamless, digital investment services experiences toward health and wealth portfolio management.
Home / Case Study / 360 Degree view with Single Pane of Glass
Sales and service automation on Salesforce improves business outcomes for a regional bank.
A regional bank in the US had disparate sales and service systems across multiple channels. This inhibited their ability to get a single view of the customer to improve the customer experience and cross-sell/upsell opportunities. SLK helped integrate customer’s diverse systems on Salesforce to create a 360 Degree View as single pane of glass for the sales and service teams.
The client, a regional bank in the US has 29 locally branded divisions and multiple offices in different locations. Multiple systems across various sales and service channels prevented teams from getting a single view of the customer. Fragmented data in siloes impacted their ability to cross-sell/ upsell new products and respond quickly to customer service requests. In addition, the entire sales and services processes were heavily dependent on manual interventions. For instance, the team was dependent on emails to raise cases/service requests and share attachments. Requests were manually segregated and assigned to specialists, and the efficiency of service teams was also tracked manually. The client wanted a partner who could help them streamline the processes, bring in automation, and help them get a single pane of glass view of the customer. SLK was the best fit for the task.
The SLK team onboarded and assessed the existing landscape to identify gaps and areas of improvement. We reimagined the client’s sales and service processes, bringing in standardization and process automation. Focused Agile teams worked on a global delivery model to build an effective collaboration platform. This enabled proactive case management, Digital Customer engagement platform for faster, secure and centralized origination process using Salesforce.com. The product mix includes Sales Cloud, Service Cloud, and Community Cloud.
The Bank partnered with SLK to enable an end-to-end modernization of their Teller system.
SLK implemented a comprehensive QA automation strategy in a phased approach. Read more to find out the outcomes.
SLK optimized car appraisal process from 8 hours to 5 mins for a large automotive retailer in US. Read to know more
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