Case Study: a Tier-1 US bank achieves a 360-degree customer view with Persistent Systems and Salesforce Data Cloud

Salesforce Data Cloud implementation for a Tier-1 US Bank

A Tier-1 US bank faced the challenge of creating an integrated, 360-degree view of its customers to enable personalized services and increase retention. This required extensive data de-duplication and resolving data housekeeping issues across its varied lines of business. To address this, the bank partnered with Persistent Systems to implement a solution based on the Salesforce platform.

Persistent Systems delivered a hybrid solution centered on Salesforce Data Cloud to unify customer data and create unified profiles. This enabled greatly enhanced customer segmentation and was integrated with Marketing Cloud for personalized outreach. The solution resulted in a 10x increase in cross-channel customer journeys within six months, increased conversion rates on personalized offers, and a measurable increase in the bank's Net Promoter Score.