A global banking and financial services institution operating across regions was struggling with inconsistent sales processes and fragmented legacy systems. Altimetrik partnered with the organization to establish a unified and disciplined sales framework on Salesforce, improving pipeline visibility and client engagement.
Sales processes were inconsistent across regions, supported by multiple legacy applications that needed consolidation into a single CRM platform without disrupting ongoing operations.
Altimetrik implemented structured lead and opportunity management, Einstein-powered analytics, and compliant data migration to address process inconsistencies and unify the CRM landscape.
The unified Salesforce platform brought consistency, improved pipeline visibility, and enhanced overall sales effectiveness across regions.
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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