Case Study: National Investment Bank streamlines branch operations with OSI Digital and Salesforce

National Investment Bank meets seven-month systems enablement goal with OSI Digital

National Investment Bank, a full-service investment banking and asset management firm, needed to standardize its business processes and implement scalable systems for customer relationship management and branch operations. The bank engaged OSI Digital to help consolidate its processes and gain visibility into branch-level results, aiming to complete this systems enablement within a seven-month timeframe.

OSI Digital implemented a solution using the native functionality of the Salesforce platform, including Financial Services Cloud, Case Management, and Lead Tracking, integrated with Dell Boomi for data movement. The project was managed to completion within the customer's timeline. As a result, OSI delivered the system on-time and on-budget, while also providing long-term cost-saving recommendations and ensuring the solution was enterprise-ready with minimal future IT complexity.

National Investment Bank