Case Study: a global fintech achieves 90% first contact resolution with Altimetrik's Salesforce Service Cloud platform

FinTech achieves 90% first contact resolution with Altimetrik

The client, a global fintech company, faced operational inefficiency and inconsistent customer experiences due to disconnected CRM systems inherited through rapid growth and acquisitions. To unify its data and operations, the company partnered with Altimetrik to consolidate onto a unified Salesforce Service Cloud platform.

Altimetrik built the CRM360 platform, which automated customer interactions and established an enterprise contact center with AI-driven workflows. This solution achieved a 90% first contact resolution rate and a 60% reduction in agent effort for the client. Altimetrik's implementation successfully managed $20M in customer service interactions through the new unified platform.

FinTech