Our client, a leading Canadian financial technology company with years of experience in the industry empowers Canadians to manage their finances and optimize their credit wellness. Our client have transformed their customer's life through proper guidance and utilizing various home grown credit-building solutions such as Fast-Track, Score-Up, and Credit Meds. They have helped their customers return to a meaningful credit score, 50% quicker than the traditional methods.
Our client aimed to provide robust, scalable and automated loan management system to their customers, but had to address a few technical hurdles (mentioned below) to achieve their vision.
They were seeking a strong Salesforce solution partner who could help with new Salesforce implementation and customize the system according to the client’s proprietary lending process.
The Challenges
Customer satisfaction, faster processing, and increased productivity are essential to achieve business success. Moreover, being recognized as a strong leader in this competitive digital world is tough without adopting updated technology. Our client was too facing some challenges in achieving its objectives due to their technical incompetency.
Technical Approach
To fulfill the specific requirements of our client, we applied the following approach:
The Solutions
The client engaged with Technology Mindz for a detailed review and analysis of their current loan application system. We recommended to fix all their issues with the power of the Salesforce platform. Here’s how:
The Benefits
The following benefits to the end-user:
The Results
Technology Mindz’ approach to the fintech company was successful. Our client's loan process got automated, and their data and reports got well managed with the interactive dashboards and reports. This level of visibility allowed them to make better -informed business decisions and customer experience inferences based on data rather than assumptions, which in turn helped them to take their business towards accelerated growth.
