A large payments and fintech organization handling high volumes of customer interactions was facing challenges with fragmented support channels and low resolution effectiveness. Altimetrik partnered with the organization to modernize its customer support ecosystem using Salesforce, improving service efficiency and customer experience.
Customer support was fragmented across multiple channels, with low first-contact resolution and high effort required per interaction.
Service Cloud, Customer 360, and AI-driven recommendations were deployed by Altimetrik to unify support channels and provide intelligent assistance.
The transformation enabled a more efficient and responsive support system, significantly improving both agent productivity and customer satisfaction.
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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