Case Study: Bank Workers Charity improves grant management and case handling with Silver Softworks

Bank Workers Charity delivers 3 successful Salesforce projects with Silver Softworks

Bank Workers Charity, a UK-based occupational benevolent fund, needed to replace its outdated grant management platform and enhance its existing Salesforce implementation. Their challenge was to create an agile, integrated system that could handle telephony, email, and live chat for both B2B and B2C interactions. They partnered with Silver Softworks to implement a comprehensive solution using Salesforce Grant Management and Nonprofit Cloud Case Management.

Silver Softworks implemented a full grant management solution, integrating case management, live agent chat, and telephony. This provided Bank Workers Charity with a complete cyclic process for enquiry, assessment, referral, and reporting. As a result, BWC gained a 360-degree view of client engagement and the ability to accurately measure their impact. Silver Softworks continues to provide managed services, ensuring the system remains up-to-date and delivers ongoing value.

Bank Workers Charity