Case Study: Intelliflo improves customer experience and efficiency with Jitterbit

Intelliflo reduces bounced customer payments by 80% with Jitterbit

Intelliflo, a leading provider of financial services software, faced challenges due to inefficient processes and data silos across its various SaaS applications like NetSuite and Salesforce. This disjointed system led to manual, error-prone work for employees and a poor experience for customers. To overcome this, Intelliflo turned to the Jitterbit iPaaS solution.

By implementing Jitterbit, Intelliflo integrated over 35 systems, including NetSuite and Salesforce, creating a 360-degree view of the customer. The results were significant, including an 80% reduction in bounced customer payments and the ability to automatically reconcile its CRM and finance systems every three hours. Jitterbit enabled faster, more accurate decision-making and a dramatically improved customer experience.

Intelliflo