We help financial service providers like Sanlam by implementing Salesforce solutions to streamline customer management, automate financial workflows, and enhance service delivery. Our implementation improved internal collaboration, enabled real-time data insights, and supported compliance needs—empowering Sanlam to offer more personalized and efficient client experiences.
📍 Industry: Financial Services
📍 Location: South Africa
📍 Company: Sanlam
◉ Challenges
Disconnected systems leading to data silos across departments
Manual processes slowing down client onboarding and service delivery
Limited visibility into customer journeys and financial data
Compliance reporting was time-consuming and error-prone
◉ Solutions
Implemented Salesforce Financial Services Cloud for unified customer view
Automated client onboarding, document handling, and approval workflows
Integrated Salesforce with legacy systems for centralized data access
Configured compliance tracking and real-time reporting dashboard
◉ Results After Implementation
50% faster client onboarding
360° view of customer data across departments
Improved internal collaboration and service consistency
Enhanced compliance efficiency and audit readiness
More personalized client interactions, increasing satisfaction and loyalty