Case Study: IncomeMax streamlines customer service and reporting with Slalom

Helping people in the UK maximise their income for a brighter future

IncomeMax, a UK-based service focused on helping people maximise their income, needed to modernize how it served customers. With Slalom’s help, the team wanted to update its Salesforce solution and move beyond a phone-based, manual process for collecting financial details by adding an online customer input form.

Slalom implemented the updated Salesforce solution with an open banking component, making it easier for advisors to verify income and expenditures. The new approach also improved reporting for referral partners such as utility firms and creditors, and the entire project was completed in just 10 weeks.

IncomeMax

Leigh Thompson

Director of Services