Transforming Lending Operations

Our client is a leading direct lender offering financing solutions and credit cards specifically tailored to licensed healthcare professionals, including physicians, dentists, and veterinarians. Their commitment to serving the unique financial needs of this sector drives their innovation and customer focus.

Friction Points

• ‍Disconnected Legacy Systems: Existing custom-built legacy systems lacked integration with Salesforce CRM, resulting in inefficiencies and data silos.
• ‍Cumbersome Lending Processes: Complex workflows and an outdated interface created challenges for production staff and hindered the borrowing experience for customers.
• ‍Time-Consuming Operations: Manual tasks and lengthy processes delayed backend support and sales handling.

Solution

• ‍Single-Screen Interface: Streamlined the workflow for sales representatives by consolidating all necessary information into a user-friendly interface, minimizing clicks and effort.
• ‍Priority-Based Workflow: Delivered a customized user experience with prioritized task management, ensuring smooth and efficient sales progression.
• ‍Migration of Legacy Systems: Transitioned critical features from the on-premises .NET application to Salesforce Cloud, enabling improved accessibility and system scalability.
• ‍Data Migration: Transferred data from Azure SQL Server to Salesforce’s object repository, centralizing information and enabling a unified platform for efficient data management.

Impact

• ‍50% Reduction in Processing Time: Backend support operations became significantly faster, allowing for quicker response times and enhanced customer satisfaction.
• ‍30% Decrease in Release Time: Automated test packs streamlined the release process, boosting productivity and operational efficiency.
• ‍Unified Platform: Sales handling processes were seamlessly integrated into a single platform, empowering the sales team and improving overall efficiency.

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