How A MNC Banking And Financial Services Company Took Off
Implemented a multicountry sales and service cloud for the evolution of customer engagement across all geographies.
Implement a complex multi-country, sales and service cloud to ensure uniform and high quality customer engagement across geographies
The Accurate Solution:
A high touch customer service industry, such as Banking & Financial Services, needs a well informed customer engagement, in order to sustain its competitive edge. In an omnichannel world, customer information and insights can come from multiple touchpoints, including mobile, which need to be aggregated and analyzed. If the operations are global in nature, as was the case here, then the problem of customer engagement is compounded because business practices and operations differ widely across geographies.
The Customer Relationship Management (CRM) system is core to the client management. Not only does it store up-to-date client information, but it also provides a single source of truth for stakeholders looking to manage global pipelines and business outcomes.
While technology is available, it is also important in such scenarios that a global template be designed which standardizes business processes across lines-of-business and different geographies. It is also important in a regulated industry such as banking to ensure compliance with local regulations.
The Accurate Advantage:
The new system, designed and implemented on the SFDC platform, provides easy access to unified information to all categories of users from client engagement managers to their managers and country heads and global leadership. It has helped standardize business processes, leading to value maximization.