CASE STUDY: FINTECH CO.
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FinTech Co. is a leading financial services company in the U.K. that offers lending and credit facilities.
FinTech has ambitious goals to disrupt the B2B and consumer lending markets, helping their money to go further.
INDUSTRY: FINTECH
SECTOR: START-UP, B2B
THE CHALLENGES
The main challenges we identified were;
- A heavy reliance on manual processes which slowed down turnover and reduced the quality of data
- Large amounts of unused fields that generated a lot of technical debt and made for a poor user experience
- Fragmented document management processes that made developing a complete view of each process difficult and time consuming
This implementation of Salesforce in the company’s infancy resulted in poor user experience and adoption. Moreover, instead of the single view of the customer they’d hoped for, they had fragmented data and inefficient business process.
How did we transform these obstacles into success?
OUR SOLUTIONS
The Fintech company engaged Trigg Digital to act as an important partner for their growth and expansion.
Using a combination of Salesforce Sales Cloud and Pardot, the Trigg team set up the Fintech company for growth.
Our solution:
- Perform an audit of the company’s existing implementation.
- Designed and implemented a solution for end-to-end automation that began at a customer portal and ended with a loan offer. This included third-party integrations for credit checks, identity authentication and property valuation all processed and stored on the Salesforce Platform.
- Designed and built a customer portal that was integrated into their Salesforce system
- Created easy-to-use, aesthetic user interfaces to help user adoption and utilisation
- Document management tools were implemented on the platform to allow for easy and secure document processing
- Removed technical debt for a seamless user experience
The ambitious project was delivered with phased timelines to achieve immediate impact.
PRODUCTS USED
THE RESULTS
The FinTech company has worked with Trigg Digital for 4 months and developed a strong relationship, with Trigg acting as an extension of the team.
We also leveraged our in-house experience to coach FinTech Co to be able to self manage their Salesforce CRM system
Our Results:
- Implemented end-to-end process automation within 4 months
- Delivered application conversion improvements of 60%+
- Established technical delivery processes enabling regular sprints and automated deployment process
WHAT DID FINTECH CO. HAVE TO SAY?
“Working with Trigg Digital has been an excellent experience for us as they have provided our team with hands on training and upskilling throughout the process. They have unrivaled knowledge of what best practice is for Salesforce but also in overall technical project delivery. The key thing for us was around speed and quality of delivery on which they have been able to deliver on.”
FINTECH CO.
Please get in touch, our team of experts are here to help.
Contact us on +44 203 239 8492, say hello@triggdigital.com or complete the enquiry form below.