FinTech Case Study
In the financial services industry, new technologies and solutions are developed and implemented to improve the processes and services provided by the industry. From mobile and online payments to cryptocurrencies, peer-to-peer transfers, or microloans, financial technology moves the industry forward. This provides better services and value to customers who choose their company.
Our client is a financial technology company offering innovative e-wallets and mobile payment services. They allow the financially underserved to pay online without credit cards as well as businesses with payment solutions for online and card payments.
Our client was looking for further business growth through digital transformation. Recognizing that we could provide it for them, we started working together to achieve our unified goals for their company. These include:
We recommended empowering their sales and service processes with digital solutions by introducing Salesforce Sales and Service Cloud.
Through Salesforce, our client can capture leads from various platforms including web-to-lead forms, portals, tradeshows, and events. These, in turn, can be assigned to and accessed by sales managers and representatives through the Sales Cloud.
Sales teams can easily manage their assigned leads until the conversion from the Accounts and Contacts module, as well as handle Opportunities and Proposals until deal closure.
To ensure that the lead generation and management process go smoothly, we tweaked assignment rules for leads and cases. This ensures intelligent routing of case and lead records in line with their product types, customer, or problem categories, which speeds up generation and designation of leads and cases to various sales and service groups.
Through Third Pillar’s expertise and efforts, we achieved the following:
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