FINANCIAL SERVICES – CRM & COMPLIANCE ENABLEMENT
Deliver personalized financial experiences while ensuring compliance with Salesforce Financial Services Cloud.
Business Context
A financial services institution offering multiple products struggled with disconnected customer data, slow inquiry handling, and strict compliance requirements. Relationship managers lacked a complete view of customers, limiting personalization and cross-sell opportunities. Leadership required a secure, compliant CRM that could support data-driven advisory models at scale.
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.
Unified financial customer profiles across products
Automated sales and service workflows
AI-driven insights to identify cross-sell and upsell opportunities
Built-in compliance tracking and reporting
Measurable Results
25% increase in cross-selling success
40% faster inquiry response times
30% improvement in marketing ROI
Improved compliance visibility and audit readiness
Why It Worked
Single source of truth for customer data
AI-guided advisory workflows
Secure, compliance-ready architecture
“IDRMS helped us unify customer data, accelerate responses, and unlock cross-sell opportunities with Salesforce.”