Case Study

Unified Data Management & Workflow Solution for a Commercial Bank

About the Company

A federally registered financial institution, offers Banking-as-a Service and commercial finance solutions for underserved customers.

Background of Business Problem

Our Approach & Solution

Bolstered their data management strategies by integrating Salesforce with third-party applications such as Middesk and D&B Optimizer. These integrations aimed to validate and enrich data, ensuring accuracy and reliability across their operations.

Infinite executed a Salesforce Sales Cloud reimplementation following industry best practices, thereby establishing a cohesive workflow process spanning all organizational verticals.

Infinite's comprehensive approach not only streamlined processes but also optimized Salesforce utilization for improved operational efficiency and enhanced customer interactions.

To enhance data quality moving forward, implemented robust duplicate rules and data validation features.

Utilizing multiple tools, Infinite diligently cleaned up existing duplicate records and eliminated junk data.

Integrated Einstein Activity Capture to unify agent communication within a single interface, integrating Outlook seamlessly with Salesforce.

Business Outcomes

70%

Enhanced data consistency and quality across departments lead to improved strategic decision making and cost-effective operational efficiency.

50%

Reliable data-driven insights enhanced customer service and improved customer retention.

20%

Decrease in the time taken to convert leads.

30%

Increase in User Adoption.

More Insights & Resources