Case Study: Universal Private Sector Bank achieves faster customer service and unified profiles with Persistent Systems and Salesforce Financial Services Cloud

Migration to Financial Services Cloud for a Universal Bank

A universal private sector bank faced challenges with a disjointed view of customer data, manual and inefficient processes, and difficulty managing regulatory compliance. To address these issues, the bank partnered with Persistent Systems, who migrated their systems to Salesforce Financial Services Cloud.

Persistent Systems executed a carefully planned migration using the FSC Transition Assistant, which automated the mapping of the bank's custom data. They leveraged the platform's built-in features for customer management and implemented Salesforce Shield for enhanced security. This solution resulted in a 35% reduction in response times, created a unified 360-degree customer view for improved service and sales, and established a scalable, future-ready platform.