How Salesforce Enabled Smarter Cross-Selling and Faster Response in Financial Services
A financial services institution offering multiple products transformed their customer engagement and compliance with Salesforce Financial Services Cloud.
IDRMS Team
7 min ReadBusiness Context
A financial services institution offering multiple products struggled with disconnected customer data, slow inquiry handling, and strict compliance requirements.
Core Challenges
• Customer data spread across product systems
• Manual sales and service processes
• Slow response times impacting client trust
• Complex compliance and reporting requirements
IDRMS Solution Approach
IDRMS deployed Salesforce Financial Services Cloud as the foundation for connected customer engagement.
The solution included: Financial Services Cloud for unified client profiles, Sales Cloud for opportunity management, Service Cloud for faster inquiry resolution, and Compliance tracking and automated reporting.
Measurable Results
• 35% increase in cross-selling success
• 40% faster response times
• 100% compliance with regulatory requirements
• Unified client view across all products
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