Tntra Empowering Financial Institutions with Salesforce Financial Services Cloud
- Industry: FinTech
- Location: USA
Introduction
A leading financial institution sought to enhance its market position by improving customer relationships, boosting employee productivity, and reducing servicing costs. Recognizing the need to stay ahead of industry trends and meet growing customer expectations, the institution aimed to leverage cutting-edge AI-powered financial solutions through cloud-based financial solutions like Financial Services Cloud (FSC). The goal was to deliver personalized customer experiences, streamline internal workflows, and optimize operations. By gaining deeper insights into customer behavior and equipping employees with the right tools, the institution aimed to drive efficiency, reduce costs, and provide exceptional service that would differentiate it in a competitive market.
- Salesforce Cloud
- Tntra implemented Salesforce’s AI-powered Tools
- Next Best Action (NBA)
- AI-driven Analytics
- Low-Code Automation
Business Problem
The financial institution faced several challenges in delivering the best possible service to its customers. It needed a cloud-based banking solution that would help them better understand their customers' needs and preferences, enabling them to offer more personalized services. Additionally, the institution wanted to make its internal processes more efficient by streamlining workflows, reducing delays, and eliminating unnecessary steps. At the same time, they aimed to cut down on operational costs while improving profitability. The existing systems were not fully capable of providing the insights or automation needed to achieve these goals, which is why they were looking for a comprehensive solution like Financial Services Cloud (FSC) to address these issues effectively.
By integrating AI-powered financial solutions and CRM capabilities, the institution aimed to transform its service offerings and optimize operations.
Our Solution
Tntra customized Salesforce to deliver a seamless and efficient solution, focusing on three key areas:
- 360° Customer View: By consolidating customer data, Tntra enabled personalized interactions and improved relationship management, providing a comprehensive understanding of each customer’s needs and preferences.
- Workflow Automation:We streamlined operations by integrating marketing, sales, and service functions, automating routine tasks to improve efficiency and reduce manual effort.
- Real-Time Access: Tntra equipped employees with mobile tools and a dynamic service console, ensuring instant access to critical customer information and empowering them to respond quickly and effectively.
Outcomes
With Tntra’s Salesforce solution, the financial institution achieved:
Tntra successfully optimized operations, enhanced customer experiences, and contributed to significant business growth with Salesforce. This solution is not just a game-changer for this institution but also serves as a crucial model for other similar financial organizations looking to stay competitive. By integrating AI-driven tools, streamlining workflows, and providing access to real-time customer data through cloud-based banking solutions, institutions can avoid operational inefficiencies, reduce gaps in customer service, and respond faster to market demands. This approach enables organizations to understand better and anticipate customer needs, enhance employee productivity, and reduce servicing costs—critical factors for achieving long-term growth and maintaining a strong competitive edge in an increasingly digital financial landscape.
Tntra Diamond
Tntra's Diamond is a comprehensive approach to helping enterprises manage the constant interplay between Business Process Reengineering and Digital Transformation. Tntra’s domain specific methodologies lead to software services for mature systems and software product engineering for new requirements, further transitioning to a managed service model to ensure stability and scale.
Tntra's Diamond enables the enterprise to stay ahead of the transformation curve, while at the same time ensuring optimal business processes to meet the needs of the new economy.
