Salesforce for a Financial Institution: Financial Services Case Study

Physical Customer Verification

Sales declined during the pandemic because there was no alternative to physical verification performed by agents. This created friction in the customer acquisition process.

Outdated Finance Sales System

The existing sales system was outdated, which limited the company’s ability to generate new sales and manage the customer journey in an efficient, connected way.

From Salesforce MVP to Production: Understanding Forward Deployed Engineers

Learn how Forward Deployed Engineers help businesses turn technical ideas and MVPs into practical, production-ready solutions.

Prospect-to-Customer Journey Automation

The Salesforce MVP covered the prospect-to-customer journey, creating a more structured process from lead capture through customer conversion.

Automated Document Collection

Customer document collection was automated to reduce manual work and create a more consistent onboarding process.

Fraud Control and Identity Verification

Fraud control and identity verification processes were automated, reducing the need for agents to physically visit customer premises.

Salesforce Third-Party Software Integration

The client’s third-party software was integrated into the new CRM system, helping different parts of the business work together in a more organized manner.

Build Your AI MVP with a Dedicated AI Pod

Kizzy AI Pods combine AI architecture, engineering, prompt and evaluation expertise to help businesses move from an idea or MVP toward production.

The new automated system tripled sales to pre-COVID levels.

Document, fraud control, and identity verification processes were automated.

Third-party software was integrated with the new CRM environment.

How can Salesforce automate financial services sales?

Salesforce can provide a centralized CRM environment for managing leads, customer journeys, document collection, verification workflows, integrations, and sales activities. In this case study, automation helped reduce manual verification dependencies and streamline the prospect-to-customer journey.

How did Salesforce help the finance company during COVID-19?

The Salesforce MVP helped reduce the company’s dependence on physical customer verification by automating document collection, fraud control, and identity verification processes.

What is a Salesforce MVP for financial services?

A Salesforce MVP for financial services is a focused initial solution designed to address critical business workflows and demonstrate value quickly. In this project, the MVP focused on the prospect-to-customer journey, verification, document collection, and system integration.

Can Salesforce automate customer verification in finance?

Salesforce can orchestrate customer verification workflows when connected to the appropriate verification and identity services. In this case study, fraud control and identity verification were automated as part of the broader CRM workflow.

How does Salesforce integration improve financial services operations?

Integrating third-party software with Salesforce can create a more connected operational environment, reducing fragmented workflows and helping teams access and manage information through a centralized CRM process.

What results did the Salesforce finance automation project deliver?

According to the case study, the automated system tripled sales to pre-COVID levels and streamlined the company’s processes, resulting in a smoother overall experience.

How can Kizzy Consulting help with Salesforce financial services implementation?

Kizzy Consulting helps businesses with Salesforce consulting, implementation, development, integrations, automation, and AI solutions. The team can help organizations identify high-impact workflows and build practical solutions around their existing technology environment.