WHISHWORKS
15 Case Studies
A WHISHWORKS Case Study
WHISHWORKS partnered with Starzplay, a prominent financial services provider struggling with operational inefficiencies. The client's challenges included a fragmented CRM landscape with multiple systems creating data silos, disconnected platforms that hindered real-time decision-making, and an unstructured advisor onboarding process.
The solution from WHISHWORKS involved consolidating the CRMs into Salesforce Sales Cloud and using MuleSoft to integrate it with applications like Kafka for real-time data flow. They also automated onboarding and case management workflows. This provided a 360° view of the customer, led to a 25% increase in sales conversion, and reduced operational costs by 20%.