A global payments technology provider operating across geographies was facing inefficiencies in terminal lifecycle management due to fragmented systems and inconsistent processes. Altimetrik partnered with the organization to unify operations and enhance customer experience through Salesforce.
Terminal lifecycle processes were fragmented across geographies, with inconsistent tools and workflows, leading to inefficiencies and limited visibility.
Altimetrik implemented a unified Salesforce-based platform integrating Service Cloud, Field Service, Experience Cloud, and AI-driven capabilities to address fragmented lifecycle processes.
The unified platform streamlined operations, improved service delivery, and significantly enhanced both agent and customer experiences.
Altimetrik helped a leading regional bank accelerate private wealth client onboarding by 37% using AI-enabled document extraction, rule-based KYC validation, guided workflows, and SLA tracking.
Overview A global enterprise operating multiple Salesforce instances across regions was facing challenges with fragmented architecture, high costs, and limited governance. Altimetrik partnered with the organization to conduct a comprehensive assessment and define a consolidation roadmap. Delivered Results The Challenge The organization faced a fragmented Salesforce landscape with multiple orgs, inconsistent architecture, and high total […]
Overview A global banking and financial services institution needed to deliver personalized, multilingual communications at scale while improving marketing efficiency. Altimetrik partnered with the organization to modernize its marketing ecosystem using Salesforce Marketing Cloud. Delivered Results The initiative enabled execution of over 50 targeted campaigns globally achieving – The Challenge There was a need to […]
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