Case Study: Crèdit Andorrà achieves a 360° customer view and accelerated digital transformation with Salesforce

Crèdit Andorrà is a Trailblazer in personalized banking services

Crèdit Andorrà is an award‑winning Andorran bank known for personalized, boutique-style services across multiple brands and international licenses. Managing diverse lines of business and delivering high‑touch advisory services created complexity in task management and information silos, and the bank needed a secure, mobile-enabled, hybrid digital approach that preserved personalized customer care while improving efficiency.

Crèdit Andorrà implemented Salesforce Financial Services Cloud with Salesforce Shield in a phased rollout, integrating core banking and insurance systems, building a mobile advisory module, and using Trailhead for rapid adoption. The platform delivered a 360° customer view, faster employee onboarding, more efficient processes, enriched digital advisory capabilities, and growing internal demand to expand Salesforce across divisions—helping the bank stay ahead of customer needs and continue its digital transformation.

Crèdit Andorrà

Josep Escoriza

IT & Organization & Operations Director