Case Study: India's Largest Private Sector Bank boosts agent productivity and speeds case resolution with Datamatics Salesforce solution

One of India's Largest Banks Increases Productivity with Salesforce Implementation

India's Largest Private Sector Bank engaged Datamatics to tackle years of complex, scattered legacy data and poor collaboration between lenders, agents and customers. The bank needed to consolidate high-volume data from multiple systems and reduce turnaround times; Datamatics proposed a Salesforce-based implementation using Einstein Analytics, Data Loader, Omni-Channel and Financial Services Cloud to address these challenges.

Datamatics migrated and consolidated master and transactional data, deployed Einstein Analytics for reports and dashboards, enabled Omni-Channel case routing and set up Financial Services Cloud action plans to boost agent efficiency. The Datamatics solution delivered measurable impact: increased agent productivity, faster case resolution, reduced customer waiting/response times and improved partner collaboration.