Case Study: Global RADAR retains a major financial institution with OMI Salesforce integration

Global RADAR retains a multi-billion-dollar client with OMI’s Salesforce integration

OMI helped Global RADAR, a leader in client onboarding and financial compliance solutions, overcome a significant challenge. Their client, a multi-billion dollar financial institution, needed to integrate regulatory compliance and anti-money laundering capabilities into its existing Salesforce CRM. The main challenge was to carefully merge the financial institution's Salesforce system with Global RADAR’s platform without any errors that could lead to non-compliance fines.

The solution from OMI involved conducting thorough technical analyses and detailed client interviews to understand the requirements. They set up test environments to ensure the proposed solution worked before full migration. As a result of OMI's efforts, Global RADAR successfully retained its huge client, preventing the loss of a significant amount of stable revenue and enabling the financial institution to handle major internal infrastructure changes.

Global RADAR