Case Study: a US-based multinational banking and financial services holding company achieves a 360° customer view and stronger cross-selling with Wipro Salesforce CRM

Wipro improves the sales productivity and collaboration for 17 business units of a large multinational bank by moving 1000+ users to Salesforce CRM

Wipro partnered with a US-based multinational banking and financial services holding company that faced a major operational challenge. The client, with its numerous business units, was using a variety of different legacy CRM tools. This fractured system prevented a unified, accurate view of its customers, hindered cross-team collaboration, and made sales processes inefficient. They needed a single, modern CRM platform to consolidate these systems and improve sales productivity.

Wipro implemented a comprehensive Salesforce CRM solution for the client, moving over 1,000 users across 17 business units onto the new platform. The solution provided a 360-degree customer view by integrating with existing systems, created a single data repository for unified reporting, and introduced new custom modules for specific financial products. This transformation, delivered by Wipro, resulted in reduced information lead time, improved cross-selling through better collaboration, enhanced sales productivity, and a reduction in the ongoing costs of maintaining multiple legacy applications.