RISING TO THE TOP - DIGITALLY!

At the top: optimally digitalized financial service providers

Data volumes are growing rapidly, with conventional tools becoming quickly outdated. Alongside restructurings, new regulations and oversight requirements have led to heterogeneous system landscapes in some companies. This is especially true when it comes to financial services: particularly in direct comparison with other industries such as telecommunications, mechanical engineering or software development, we are observing higher potentials here for cost reduction and increased efficiency. Something which is easier for small, modern companies. But no matter the size of the company: things might be stable for the moment, but to keep up with tomorrow, well-executed digitalisation is vital. And that’s where we come in.

Mario Raabe

Managing Partner

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A Selection of Our Services

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Introducing and Optimising Salesforce Solutions

Tailored implementation and customisation of Salesforce products such as Sales Cloud, Marketing Cloud, Pardot or Community Cloud

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Customising Salesforce for ETF Providers and investment companies

Management of ETF and fund distribution to private and corporate clients, including management and pricing of investment products

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Closed-Loop Marketing (CLM) and Multi-Channel Marketing (MCM)

Connecting up marketing automation systems: Salesforce Marketing Cloud, Pardot, and HubSpot with Salesforce, etc.
Setup of double-opt-in validation processes for legally compliant communications

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Geocoding and Mapping Salesforce Data

Integrating Google Maps for best-possible visualisation, management and route planning for investment objects, leads and contacts

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Lead Engine

Implementation and customisation of Salesforce products such as Sales Cloud, Marketing Cloud, Pardot and Community Cloud
Interlocking marketing and sales work via the Sales and Marketing Cloud or via Pardot
Developing a product-related lead-scoring system, providing custom support for especially “hot” leads

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Community Management

Setup and implementation of the Salesforce Community Cloud
Integration of websites for the building of customer or partner communities

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Integration

Integration via various platforms, including REST and SOAP API integration
Cloud-to-Cloud: e.g. HubSpot, Salesforce
Ground-to-Cloud architectures

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Development of Custom Apps

Based on the Salesforce Force.com platform

SELECTED SUCCESS STORIES

EUROPE’S LEADING ASSET MANAGER

The Task

As part of a digitalisation initiative, developing a Salesforce-based management structure for investment properties. Given the unique requirements of the property industry, visualisation of inventory and investment properties (real estate) on a Google map is the best way to ensure good decision making. Existing Salesforce data must thus be geocoded and displayed on a Google map. In addition, over 50 usage scenarios also had to be implemented into the map app. The app must run under Salesforce Classic and Lightning Experience.
 

The Solution

  • Development of a map app with special features for asset management in the property sector.
  • Visualising relevant Salesforce data on a Google map directly within Salesforce.
  • Geocoding address data via the Google Geocoding API, thus delivering greater accuracy than the Salesforce geocoding method.
  • Duplicate checking of new data records, based on Google geodata services.
  • Creating Salesforce data from the Google map, e.g. search results based on a Google Maps search.
  • Mapping various usage scenarios via Google Maps and Salesforce platform features.
  • By the end of the project, complete digitalisation of the acquisition and administration process had been delivered.

Technologies

→ Salesforce Sales Cloud Lightning
→ Force.com platform
→ Google Maps API

SELECTED SUCCESS STORIES

Top 10 ETF Provider

The Task

Sales information was split across several systems. Data exchange took place via files and storage systems. This made it more difficult for the sales, marketing and product development departments to work together. Leads were not being processed systematically and promptly. Some new leads were being forwarded to the relevant sales staff by email. It was not possible to oversee the processes – let alone measure their success. The introduction of a key figure system also failed due to how sales information was stored and processed.
 

The Solution

  • Introduction of the Sales Cloud for lead, account and opportunity management.
  • Integration of various departments on a single platform.
  • Implementing the most important sales and sales-related processes into the Process Builder and APEX development.
  • Relocating sales-relevant communication to Chatter.
  • Connecting Sales Cloud to HubSpot’s marketing automation system, thus creating a 360-degree view of all customer transactions for the marketing and sales departments.
  • Development of a lead engine for systematic and speedy processing of new leads.
  • Developing and implementing a KPI system based on the Sales Cloud’s reporting and dashboard features.
  • Integration of other departments into the Sales Cloud via a SharePoint-based workflow management system from Nintex.

Technologies

→ Salesforce Sales Cloud
→ HubSpot
→ Microsoft SharePoint
→ Nintex Workflow