challenge.
A leading global financial services company, headquartered in Japan, is the nation’s largest investment bank and brokerage. Renowned for its expertise in the securities businesses, the company offers a comprehensive suite of investment, financing, and related services to individual, institutional, and government clients worldwide.
scenario.
Fragmented data management between the North American and Japanese divisions of the company had created silos that hindered a unified view of customers and operations. This, coupled with inconsistent user interfaces and inefficient manual processes for multi-currency transactions, meant reduced user satisfaction, impacting productivity and adoption and this had a negative impact on customer satisfaction.
Key challenges included:
- Increased risks: Manual processes for multi-currency transactions were time-consuming and prone to errors, increasing operational costs and risks.
- Delayed issue resolution: Disjointed data and operational inefficiencies hindered decision-making, leading to missed opportunities and reduced overall business performance.
- Lack of a unified service desk system: This further exacerbated problems, resulting in slow decision-making and missed business opportunities.
The institution needed a comprehensive solution to unify its Salesforce operations and ensure seamless data integration for a flawless user and customer experience.
our approach.
Randstad Digital conducted a comprehensive evaluation of the institution's Salesforce ecosystem, pinpointing key opportunities for enhancement. Leveraging our deep expertise, we architected a customized solution that centralized data management within a unified Salesforce platform, streamlining data processing and delivering a seamless user experience across global regions. Our implementation of Salesforce for both intermediary and institutional teams established a consolidated CRM platform, aligning processes and data across North American and Japanese divisions.
To further elevate the solution, we instituted robust data validation protocols to safeguard data integrity and automated multi-currency functionalities to simplify financial transactions. We also re-engineered service desk operations to ensure adequate support for Salesforce mobile app functionality. Through a collaborative and targeted approach, we delivered a solution precisely aligned with the institution’s operational requirements and consistency across the board.
benefits.
- Centralized Data Management: Seamlessly integrated data enhanced cross-regional collaboration and data sharing for faster decision-making.
- Elevated Operational Excellence: Strengthened data integrity and security through robust validation and compliance measures, boosting operational resilience.
- Optimized User Experience: Delivered a consistent, intuitive interface across regions, improving user satisfaction with reliable data and seamless access.
- Cost Efficiency: Reduced data management costs and optimized resource allocation through a strategic support model, maximizing value and efficiency.
why randstad digital?
- Trusted Digital Enablement Partner: Empower enterprise-level transformations at scale with our premier talent, services, and solutions across the Salesforce value chain.
- Differentiated Talent Model: Experience unmatched flexibility with engagement models tailored to meet the diverse needs of enterprise clients.
- Comprehensive Salesforce Solutions: Access a full spectrum of services, from Advisory Consulting to Application Value Maintenance, for a seamless and holistic approach to enhancing customer engagement.
- Accelerated Time to Market: Speed up your implementation journey with our turbo-start offerings, featuring preconfigured solutions, best-practice templates, and efficient deployment methodologies.
Contact us today to discover how we can leverage Salesforce to drive your business forward.