Reimagine

Intelligent Process Automation

Reimagine your automation journey with a team driven by robust, technology-agnostic solutions

Applied AI

Reimagine customer engagement with applied AI. Deliver experiences your customers desire.

Analytics and Insights

Even with explosive data growth, enterprises can extract real value from it.

Transform

BFSI Consulting

Relentlessly changing technology and market dynamics have created a high-velocity, always-on environment for financial firms.

Manufacturing Consulting

AI, automation, and analytics solutions help you improve operating cash flows, reduce working capital, and build robust and resilient operations.

IOT

Build efficient business operations and discover the opportunities of a connected environment

CX, UX, and UI

Go beyond aesthetics to create simple, superior, and intuitive experiences that transform the way you do business.

Intelligent Infra

Transform and manage your compute storage network, operating system, database, and application environment with enhanced security, powered by AIOps intelligence.

Modernize

Cloud

Modernize your business to be cloud-first for greater efficiency, effectiveness, speed, and scale

APIs & Microservices

Modernize your application infrastructure with APIs and Microservices

Enterprise Application Services – Oracle

Get a lightning-fast response to the evolving business landscape to scale operations, accelerate top-line growth, and retain competitive advantage

Enterprise Application Services – Salesforce

Automate what is best suited to your goals to drives frictionless digital customer engagements, data-driven insights, and business growth

Digital Process Operations

Modernize development to drive performance and high quality at speed.

DevSecOps

Incubate maximum productivity and innovation in cross-functional teams

Assure

Intelligent Test Automation

Overcome the hurdles of heterogeneous environments and assure new releases, faster

Business Change Assurance

Assure impact with quality solutions that enable stable, predictable, available, and secure products

Technology Change Assurance

Assure quality across your entire technology stack, whether traditional or new

Industries

Banking & Financial Services

Effortlessly deliver simple, seamless, and secure experiences to cement your competitive edge.

Insurance

Modernize core systems, transform processes and services, and get market- leader advantage.

Investment Management

Orchestrate seamless, digital investment services experiences toward health and wealth portfolio management.

Manufacturing

Accelerate product time to value by injecting flexibility and agility in engineering, configuration, sales, manufacturing, and service.

Reimagine

Intelligent Process Automation

Reimagine your automation journey with a team driven by robust, technology-agnostic solutions

Applied AI

Reimagine customer engagement with applied AI. Deliver experiences your customers desire.

Analytics and Insights

Even with explosive data growth, enterprises can extract real value from it.

Transform

BFSI Consulting

Relentlessly changing technology and market dynamics have created a high-velocity, always-on environment for financial firms.

Manufacturing Consulting

AI, automation, and analytics solutions help you improve operating cash flows, reduce working capital, and build robust and resilient operations.

IOT

Build efficient business operations and discover the opportunities of a connected environment

UI/UX

Go beyond aesthetics to create simple, superior, and intuitive experiences that transform the way you do business.

Intelligent Infra

Transform and manage your compute storage network, operating system, database, and application environment with enhanced security, powered by AIOps intelligence.

Modernize

Cloud

Modernize your business to be cloud-first for greater efficiency, effectiveness, speed, and scale

APIs & Microservices

Modernize your application infrastructure with APIs and Microservices

Enterprise Application Services – Oracle

Get a lightning-fast response to the evolving business landscape to scale operations, accelerate top-line growth, and retain competitive advantage

Enterprise Application Services – Salesforce

Automate what is best suited to your goals to drives frictionless digital customer engagements, data-driven insights, and business growth

Digital Process Operations

Modernize development to drive performance and high quality at speed.

DevSecOps

Incubate maximum productivity and innovation in cross-functional teams

Assure

Intelligent Test Automation

Overcome the hurdles of heterogeneous environments and assure new releases, faster

Business Change Assurance

Assure impact with quality solutions that enable stable, predictable, available, and secure products

Technology Change Assurance

Assure quality across your entire technology stack, whether traditional or new

Industries

Banking & Financial Services

Effortlessly deliver simple, seamless, and secure experiences to cement your competitive edge.

Insurance

Modernize core systems, transform processes and services, and get market- leader advantage.

Investment Management

Orchestrate seamless, digital investment services experiences toward health and wealth portfolio management.

Manufacturing

Accelerate product time to value by injecting flexibility and agility in engineering, configuration, sales, manufacturing, and service.

Salesforce enabled Business Operations Sales plus Service Automation

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Context

Asset Size of USD 27B. This regional bank has 29 locally branded divisions, 280 offices

  • Leverage Salesforce.com features and functionality to build an effective collaboration platform for proactive case management
  • Process automation and activity management to standardize business processes
  • Create customer portal for easier and centralized origination process
  • Collaboration and co-ordination between various stake holders in an opportunity

Products used

Sales Cloud, Service Cloud, Community Cloud

Solutions & Methodology

Sales and Service management – Solution type

Ui path

Focused Agile teams – Global Delivery

3 squads each with 9 members including BA, Architect, Dev, QA

Challenges

  • Dependency on MS Outlook to raise cases/ service request and share attachments
  • Manual activity in segregating and assigning of the requests to the ‘Bank Specialists’ team.
  • Users required to manage the rules manually to assign requests to Bank service specialists
  • Manual effort required to track the efficiency of the service specialists.

 

 

Benefits

  • In-depth case visibility
  • Reduction in turnaround time
  • Standardization of processes
  • Ease in tracking resource efficiency
  • Intuitive and simple interface
  • Increase in customer acquisition
  • User friendly app for quicker approvals for smoother sales process by Small business and Commercial banking users.
  • One view of balance enquiry for multiple accounts.
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