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In the banking sector, customer relationships often span across different divisions—retail banking, credit services, and wealth management. However, these divisions typically operate in silos, making it difficult to have a unified view of each customer’s journey. This fragmentation leads to missed opportunities for deeper engagement and personalization. AiSynapTech partnered with a leading banking institution to resolve this issue by integrating its disparate customer records into one seamless system using Salesforce Financial Services Cloud.
Banks often struggle with siloed customer data, particularly when customers interact across multiple product lines. For this particular client, their retail, credit, and wealth divisions maintained separate customer records. This lack of integration caused inefficiencies, delayed responses, and missed cross-sell opportunities. Without a holistic view of each customer, the bank was unable to tailor its offerings or respond promptly to customer needs.
Different divisions had separate customer data, leading to inefficiencies.
Lack of integrated data prevented personalized offers.
Customer service agents lacked a complete view of each customer.
Multiple divisions working independently led to redundancy and mistakes.
Limited access to customer insights across departments.
AiSynapTech took a holistic approach to integrate all customer data across retail, credit, and wealth divisions into a unified view. By leveraging Salesforce Financial Services Cloud, AiSynapTech created a solution that gave the bank a centralized platform to view, track, and engage with customers more effectively. This involved seamless data migration, system configuration, and automation to streamline workflows and provide real-time insights.
Unifying all customer data across divisions.
Giving each division access to comprehensive customer records.
Automating manual processes to improve operational efficiency.
Providing access to live customer data for better decision-making.
Enabling personalized offers based on a unified customer view.
AiSynapTech implemented Salesforce Financial Services Cloud, integrating the bank’s retail, credit, and wealth management divisions into a single, unified system. This solution provided a 360-degree view of each customer, allowing the bank to serve its clients more effectively. By unifying siloed data, the bank was able to access a complete history of interactions across all product lines, giving their teams the tools they needed to improve both customer service and sales.
Merged customer records from all divisions into one.
Enabled seamless collaboration between teams.
Streamlined the customer experience by providing consistent service.
Enabled better-targeted marketing and sales strategies.
Reduced manual entry and duplication of efforts across departments.
KPI
Before AiSynapTech
After AiSynapTech
Improvement
Cross-Sell Opportunities
Low
51% higher
51% increase in opportunities
Customer Insights
Limited
2x better insights
Doubled insights into customers
Operational Efficiency
Low
2x better insights
Significant time savings
Customer Satisfaction
Fragmented interactions
Consistent and personalized
Enhanced satisfaction
AiSynapTech’s integration of Salesforce Financial Services Cloud yielded significant improvements for the bank. Below is a table showcasing the key performance indicators (KPIs) before and after the implementation of the solution:
The bank experienced a 51% increase in cross-sell opportunities, significantly boosting their revenue potential. Additionally, customer insights were doubled, enabling the bank to understand its clients’ needs in a way they never could before. With streamlined operations, both customer service and marketing teams gained more time to focus on strategic efforts rather than manual tasks.
“Partnering with AiSynapTech was a game-changer for us. Their Salesforce integration allowed us to break down data silos and see our customers in a whole new light. We’ve gained valuable insights and can now offer more relevant services, which has had a direct impact on our sales growth.”
– Head of Digital Transformation, Leading Banking Institution
