Global Fintech Company Specializing in SME Lending
Transforming Fintech Operations with Salesforce Solutions
Altimetrik revolutionized a major SME loan provider’s operations with Salesforce, enhancing deployment speed by 60%, sales productivity by 30%, and customer response times by 50%.
Streamlined Sales Cloud processes increased productivity by 30%.
50% Quicker Customer Responses:
Enhanced Service with 50% faster loan request responses.
60% Faster Deployments
CI/CD and Delta packages reduced deployment time by 60%.
Addressing Pain Points: Streamlining Operations for Growth
The Challenge
As a leading provider of loans to SMEs across multiple countries, our client faced significant operational challenges:
Inefficient Deployment Processes
Slow and inefficient deployment processes limited scalability.
Outdated Salesforce Tools
The existing Salesforce tools urgently needed modernization.
Disconnected Systems
Disparate systems required seamless integration across workflows.
Pandemic-Induced Changes
The COVID-19 pandemic necessitated urgent updates for government-defined loans.
Costly Loan Management
Managing rejected loans with non-Salesforce tools was expensive.
Need for Virtual Assistance
There was a clear demand for a virtual assistant to enhance client interaction.
Collaboration Platform
There was a need for a common platform for retail investors and business SMEs to collaborate and streamline the loan process.
Crafting the Solution: Optimizing Salesforce with AppExchange
Our Approach
We partnered closely with our client to streamline and automate their loan process. This resulted in improved lead management, faster customer response times, and a 60% reduction in deployment efforts, boosting efficiency and customer satisfaction.
Customer Communications and Telephony Integration Simplified customer-facing communications and integrated telephony using AppExchange solutions.
Custom Workflows Development Utilized Salesforce APIs to develop new custom workflows and integrate with third-party applications like DocuSign and Conga.
Efficient Deployment Processes Improved DevOps with CI/CD processes using Drone CI for efficient deployment management.
Delta Package Deployments Leveraged Delta package deployments to minimize downtime and ensure smooth updates.
Enhanced Reporting Capabilities Enabled reporting to forecast loan volumes, monitor individual and team performance, and inform training decisions.
Achieving Business Outcomes: Driving Growth and Efficiency
The Results
Our collaboration delivered transformative results for the client:
Faster Deployments
60% increase in deployment speed with CI/CD and Delta packages, optimizing efficiency and reducing downtime.
Increased Sales Productivity
Streamlined Sales Cloud processes resulted in a 30% increase in sales team productivity, facilitating customer engagement and easier qualification, segmentation, and closure of leads via web and email.
Improved Response Times
Enhanced capabilities led to a 50% improvement in response times to loan requests, significantly boosting customer satisfaction and loyalty.
Operational Efficiencies and Cost Reductions
Automated identity verification, document generation, SMS campaigns, and loan rejection notifications within Salesforce resulted in substantial cost reductions and operational efficiencies.
Lead Generation
Sales Cloud enabled lead generation from diverse sources, expanding potential customer reach.
Partnering for Success
Our partnership embodies a commitment to overcoming challenges and fostering sustainable growth in fintech. By leveraging advanced technology and strategic implementations, we’ve equipped our client to navigate future challenges with confidence, agility, and innovation.
“Amit Singh is the Chief Strategy Officer and Chief of Staff to the CEO at Altimetrik, where he drives corporate strategy, growth acceleration, and value creation through transformation initiatives. In this dual role, he partners closely with leadership teams, investors, and the board to align business strategy with sustained, technology-driven growth.
With over two decades of experience at the intersection of technology, business, and transformation, Amit brings a unique perspective on how organizations can innovate and adapt in a rapidly evolving digital landscape. His career has been defined by building high-performing teams, scaling innovative platforms, and driving organizational change to deliver lasting impact.
Before joining Altimetrik, Amit held senior leadership roles at Visa, where he led technology strategy, engineering, and product development for Real-Time Payments and the Visa Developer Platform. Earlier, he served as Chief Product Officer at a startup and spent more than a decade at Oracle, leading product and engineering teams across a wide range of enterprise software applications.”
Our expertise
Before we proceed..
Altimetrik is committed to protecting your personal information. To apply for a position, you will need to provide your email address and create a login. Your information will be used in accordance with applicable data privacy laws, our Privacy Policy, and our Privacy Notice.
