A top Automotive Commercial Line of Credit Provider wanted to streamline and automate its complex and manual credit application process to improve customer experience, agent productivity, and cross-selling opportunities. Leveraging Salesforce, we created an integrated platform that streamlined and automated the client's credit application process, resulting in a faster and more scalable solution to boost its fleet sales and financing business. Read the success story to learn more: https://lnkd.in/dsP9S6Y6 Gopal Sharma, Sid Mishra, Analaksha Nadig, Ken M., B. Kirk Johnson, Rajneesh Doohan #SalesforcePartner #Automotive #CaptiveFinance #DigitalTransformation #SeeBeyondRiseAbove
Persistent Systems’ Post
More Relevant Posts
-
📢 NEW Essentials content just landed: Finance Customer Renewals 🤝 The term 'trade cycle management' (TCM) may also ring a bell 🔔 A renewals strategy for automotive finance customers is an essential tool for all dealerships and is, at heart, a customer retention programme. By understanding a customer’s changing needs and adding value to their ownership journey, you can: ✅ Shorten renewals cycles ✅ Build better customer relationships ✅ Generate repeat business But it's not as straightforward as it sounds, is it? To find out more, check out our free Essentials guide to Renewals 👉 https://lnkd.in/eCvQUPEq #renewals #retentions #customerloyalty #automotive #finance #tradecyclemanagement #learninganddevelopment
To view or add a comment, sign in
-
-
Top Salesforce expert to elevate your Sales & Revenue | #SalesforceROI | Wealth Mgt | Private Banking | Digital Transformation
Private Banks are struggling - here’s a strategy from Ferrari & Bentley to succeed (hint you need Salesforce)!! #SalesforceRoI #Salesforcebizvalue #vnmconsult There’s a big problem for Private Banks/Wealth Managers - just look at the most recent Q4 2024 from the global banks - decreasing revenues and increasing cost/revenue ratios (see my recent post - link in comments). There is a way to get success… …you just need to look at another industry where the UHNW individual is a big customer - - Luxury Cars! Look at Bentley Motors who announced full year 2023 results:- 🚗Delivered 13,560 cars in 2023 – the third highest on record 🚗More customers choosing personalisation than ever before – increased by 43 per cent over 2022 What’s the secret to their success:- …the ability to MAXIMISE PERSONALISATION in an INDUSTRIALISED way.💡💡 We’ve seen this before - last year Ferrari reported stunning third quarter results too. 🚗The reason - personalising new models with custom paint jobs, highly coloured brake callipers etc all drive higher sales and margins for the company. This is the strategy that Private Banks and Wealth Managers can follow … and what they need to do is focus on providing an Ultra Personalised overall offering - that is both products and services!! How can they achieve this? - - one way that is very effective is to use Salesforce - as the single end to end wealth management platform:- ✅ Salesforce utilises an architecture that puts the customer at the centre of all processes and systems and has at the heart a customer database from which Private Bankers can get a true holistic view of their customers. This view is critical to be able to work out the ultra PERSONALISATION that is needed ✅ Salesforce has process automation, now further enhanced with Generative AI, that can turbo boost the industrialisation of tasks making it easier for private bankers to perform their client interactions ✅ Salesforce has AI + Advanced Analytics functionality which can surface really useful and valuable insights and reports which can then be used by bankers/advisers to provide ultra PERSONALISED, innovative solutions to their clients. Take a look , and consider. Get in touch to discuss and get help... Trust you find this useful.👍🏽 Credits: Financial Times Newspaper Aug 2, 2023; Image ©Ferrari Michelle Fleury Margaryta Kirakosian Meena Lakdawala-Flynn Sol Gindi Eric Schimpf Lindsay Hans Harshika Patel
To view or add a comment, sign in
-
-
"Over the past few years, we have experienced significant growth as a credit union, but, like everyone else, we were forced to adjust the way we do business when the pandemic hit. Consequently, our call center became a much bigger focus." https://zurl.co/fXx3 #Unifiedcommunications #innovation #cloudcommunications #convergeip #ContactCenters #contactcentersolutions #customerexperience Vonage Salesforce
To view or add a comment, sign in
-
"Over the past few years, we have experienced significant growth as a credit union, but, like everyone else, we were forced to adjust the way we do business when the pandemic hit. Consequently, our call center became a much bigger focus." https://zurl.co/fXx3 #Unifiedcommunications #innovation #cloudcommunications #convergeip #ContactCenters #contactcentersolutions #customerexperience Vonage Salesforce
Southern Cross Credit Union Boosts Customer Engagement with Vonage Fusion
tmcnet.com
To view or add a comment, sign in
-
Which aspect is less likely to be directly linked to improving customer acquisition and engagement strategies in the financial services industry? Comment the odd one out and why! 👇 #OddManOut #EmbeddedFinance #CustomerLoyalty #Fintech #Engagement
To view or add a comment, sign in
-
-
🤔Can you use automatic calls to remind debtors of upcoming or overdue invoices, without committing any time or effort? ✅Yes you can. With Chaser’s newest feature, Auto-calls, you can automate your businesses debtor calls effortlessly, saving valuable time and streamlining your credit management workflow. ✍️Auto-calls use text-to-speech technology, so you can pre-write a script of the exact phone call you want to make to your debtors. Chaser will then make the phone call automatically, which is personalized to every recipient using an automated voice, on the times and dates that you choose. Say goodbye to manual calls 👇 https://lnkd.in/ecy3zifE #automation #newfeature #b2bsolutions
To view or add a comment, sign in
-
-
Experian Automotive's State of the Automotive Finance Market Q3 2023 report is now available! Access the latest trends on average loan amounts and terms, market share by lender type, delinquency rates and more.
Q3 2023 State of the Automotive Finance Market
experian.com
To view or add a comment, sign in
-
Experian Automotive's State of the Automotive Finance Market Q3 2023 report is now available! Access the latest trends on average loan amounts and terms, market share by lender type, delinquency rates and more.
Q3 2023 State of the Automotive Finance Market
experian.com
To view or add a comment, sign in
-
What is a wrong recharge customer? I apologize for any confusion caused by my previous response. The term "wrong recharge customer" 6289–201-851 is not a commonly used term in the context of payment or recharge transactions. It appears to be a phrase that was used incorrectly in my previous responses. In general, a wrong recharge refers to a situation where a customer has mistakenly recharged or topped up the wrong mobile number or account. This can happen when entering incorrect information such as the recipient's mobile number or account details during the recharge process. So, a wrong recharge customer would simply refer to a customer who has made a mistake by recharging the wrong mobile number or account. In such cases, the customer may need to take steps to rectify the error, such as contacting customer support to cancel the recharge or seek a refund. Again, I apologize for any confusion caused, and I appreciate your understanding. If you have any further questions, please let me know.
To view or add a comment, sign in
-
Looking to save time and money? 💰 Discover opportunities with our Customer Portal, a multi-vehicle management solution bringing much-needed efficiency to you and your customers. 💡 "Utilizing PCRS’ Customer Portal, one of the largest TPAs in the nation went from 100% to 4% in claim initiation – customers initiate 60%, lenders initiate 36%, and administrator initiates 4%." https://hubs.li/Q02L6NhF0 #claims #claimsmanagement #technologysolutions #fandi #vehiclemanagement
PCRS Customer Portal: Revolutionizing Vehicle Management | PCMI
https://www.pcmicorp.com
To view or add a comment, sign in
🚀 We're Hiring! Join Us at FreshWave Technologies ,USA! 🚀 Ready to take your career to the next level? We're looking for talented individuals to join our dynamic team. Apply now and be a part of our innovative journey! #FreshWaveTechnologies #WeAreHiring #JoinUs #TechCareers #ApplyNow