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OVERVIEW

Leveraging Salesforce Innovation in Fintech

CHALLENGES

Since 2019, Enzigma has partnered with a leading software provider to optimize fintech processes in legal settlement funding. By tailoring Salesforce solutions to the unique needs of fintech, Enzigma has enabled a 40% increase in funding management efficiency, 80% automation in investment tracking, and a 30% improvement in user experience.

CHALLENGES

Solving Operational Hurdles with Tailored Salesforce Solutions

The fintech company faced the following key challenges:

Cumbersome Interest Term

Lengthy and error-prone processes for configuring interest terms and financial calculations.

Balance Calculations

Delayed and error-prone financial projections due to reliance on manual processes.

Accesibility Limitations

Difficulty in managing and customizing add-on feature access for clients.

Lead Creation

Inefficient lead capture processes lacking automation and accuracy.

Investment Tracking

Limited visibility into real-time investment updates, hampering decision-making.

Time-Consuming Operations

Lack of tools for efficient processing of bulk updates, slowing down operations.

CHALLENGES

Solving Operational Hurdles with Tailored Salesforce Solutions

The fintech client encountered significant challenges in managing funding processes, tracking investments, and ensuring efficient communication across teams. Manual calculations for interest terms and future balances led to a 35% delay in processing times, impacting customer experience and team productivity.

Enzigma's objective was to implement a comprehensive CRM solution that automates these tasks, improves data management by 50%, and enhances workflow efficiency, ultimately driving better service delivery and operational excellence within the financial sector.

IMPLEMENTED SOLUTIONS

CRM Automation and Centralized Data for Streamlined Operations

To meet the client’s objectives, Enzigma implemented the following tailored Salesforce solutions:

Optimized Interest Setup

Simplified interest term creation with reduced setup fields by 25%.

Automated Balance Calculations

Enabled instant future balance records with customizable timeframes, reducing delays by 40%.

Feature Access Control

Allowed add-on feature management, resulting in 15% higher product sales.

Form Submission Automation 


Web-to-lead forms now auto-create Salesforce records with 100% accuracy.

Comprehensive Investment Tracking

Dashboard displays real-time investments and updates, improving tracking efficiency by 30%.

Efficient Bulk Operations

Enabled bulk updates using Salesforce batch processing.

Milestones Achieved

Boosting Customer Engagement and Process Efficiency in CRM

Through these tailored solutions, Enzigma helped the client achieve measurable improvements in operational efficiency and customer satisfaction. Key milestones include:

Excel-Free Calculations

Financial calculations now occur directly within Salesforce.

Streamlined Agent Workflow

Real-time records access saves agents time, reducing query response times by 30%.

Compliance-Ready Standardization

Ensures audit-friendly, standardized processes.

App-Exchange Launch Success

Successfully launched a secure app on Salesforce AppExchange with 150+ global downloads.

Optimized Cloud Functionality

Addressed cloud system needs for pre-settlement funding operations, improving overall efficiency by 50%.