Case Study

Enhanced Onboarding and Service Efficiency with Salesforce FSC Solution

About the Company

The credit union was initially created to support military personnel and their families, expanded its services to support members across the United States. This credit union is dedicated to provide high-quality financial services and community support.

Background of Business Problem

Our Approach & Solution

Infinite delivered digital transformation roadmap with a cloud-first strategy, utilizing Salesforce for Onboarding, Leads & Referral Management and Servicing – with real-time integration with the credit union’s core systems.

Cloud-First Strategy with Salesforce

Implemented a robust cloud-first approach using Salesforce for Onboarding, Leads & Referral Management, and Servicing, ensuring seamless, real-time integration with the credit union's core systems.

Enhanced Operational Efficiency

Streamlined complex workflows and minimized manual errors, leading to significant improvements in operational efficiency, member experience, and overall satisfaction, thus fostering a more competitive edge.

Seamless Integration

Infinite’s advanced MuleSoft connectors seamlessly integrated with Salesforce Financial Service Cloud & critical core systems.

Customer 360-degree

Designed Lightning components to present comprehensive customer information on a single interface, with a 360- degree customer view.

Swift Time to Market

Leveraged pre-built solutions in Salesforce FSC to expedite deployment, improved member conversion rates, and accelerated business growth.

Business Outcomes

40%

Reduction in call handling time using Customer 360 feature.

70%

Reduced time in seamless customer onboarding.

~Zero

Data inaccuracies using Real-time insights.

20%

Increase in leads generated by customer service agent.

40%

Improvement in operational efficiency due to visibility of holistic information within one screen.

40%

Increase in customer satisfaction due to less turn around time and access to detailed information

More Insights & Resources