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Case Study Fashion

October 16th, 2020 Posted by Case Study 0 thoughts on “Case Study Fashion”

Fintech

Fintech Co.

FinTech Co. is a UK based fintech company offering lending and credit facilities with ambitious goals to disrupt the B2B and consumer lending markets in the UK and abroad.

Before:

Fintech Co have organically grown their CRM implementation as the business requirements developed quickly the first year the business was up and running.

Subsequently, with limited controls in place to manage Salesforce both from a management and technical perspective, the solution became difficult to manage and hard to scale. There were over 1000 unused custom fields and numerous unused apps and technologies compounding the issues.

Working with the team, we evaluated options to optimise the existing platform, or start fresh with a new implementation that is designed to scale with the company.

Solution:

FinTech Co engaged Trigg Digital to what became a key partnership for their growth plans in 2020 into the consumer lending business. Trigg Digital have supported both strategically and from an implementation perspective to implement their consumer CRM solution.

The focus has been automating the loan application and underwriting processes for a seamless, intuitive experience that enables applicants to receive a real-time decision in principle before completing the process. This helps drive a competitive advantage against existing companies in the space.

The project had ambitious timelines which drove Trigg Digital to come up with creative solutions to ensure delivery of a quality product. 

What do our customers say?

“Working with Trigg Digital has been an excellent experience for us as the team has great core skills which our internal team have benefited from. They really have unrivalled knowledge of what best practice is for Salesforce but also in overall technical project delivery. The key thing for us was around speed of delivery on which they have been able to deliver on.”

FinTech Co.

Solution

FinTech Co has been working with the Trigg Digital team since March 2020. The relationship has gone from strength to strength in the backdrop of challenging deadlines and difficult market conditions.  They have been able to introduce a regular cadence to software delivery and build a state of the art lending delivery process within the first 4 months. 

 

  • Delivery end to end application process ontime within 4 months
  • Established regular technical delivery process with 2 week sprints
  • Trigg leverage their in-house experience to coach and grow our internal teams to manage the solution over the engagement period

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Case Study: Fintech

October 12th, 2020 Posted by Case Study 0 thoughts on “Case Study: Fintech”

Case Study:

Fintech Co.

SFADFASD

Fintech Co.

A leading UK financial services company offers lending and credit facilities. The company has ambitious goals to disrupt the B2B and consumer lending markets, helping their money to go further. 

Industry: Fintech Co.       Sector: Start-up

Challenge:

The Fintech company invested in Salesforce CRM to help manage their customer data. As the business grew quickly, the existing implementation quickly became not fit-for-purpose. 

The main challenges we identified were;

  • A heavy reliance on manual processes which slowed down turnover and reduced the quality of data
  • Large amounts of unused fields that generated a lot of technical debt and made for a poor user experience
  • Fragmented document management processes that made developing a complete view of each process difficult and time consuming

 

This implementation of Salesforce in the company’s infancy resulted in poor user experience and adoption. Moreover, instead of the single view of the customer they’d hoped for, they had fragmented data and inefficient business process.

Solution:

The Fintech company engaged Trigg Digital to act as an important partner for their growth and expansion. 

Using a combination of Salesforce Sales Cloud and Pardot, the Trigg team set up the Fintech company for growth. 

Our solution:

  • Perform an audit of the company’s existing implementation.
  • Designed and implemented a solution for end-to-end automation that began at a customer portal and ended with a loan offer. This included third-party integrations for credit checks, identity authentication and property valuation all processed and stored on the Salesforce Platform.
  • Designed and built a customer portal that was integrated into their Salesforce system
  • Created easy-to-use, aesthetic user interfaces to help user adoption and utilisation
  • Document management tools were implemented on the platform to allow for easy and secure document processing
  • Removed technical debt for a seamless user experience

 

The ambitious project was delivered with phased timelines to achieve immediate impact.

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What do our customers say?

“Working with Trigg Digital has been an excellent experience for us as they have provided our team with hands on training and upskilling throughout the process. They have unrivalled knowledge of what best practice is for Salesforce but also in overall technical project delivery. The key thing for us was around speed and quality of delivery on which they have been able to deliver on.”

Fintech Co.

Result:

The Fintech company have worked with Trigg Digital for 4 months and developed a strong relationship, with Trigg acting as an extension of the team.

We also leveraged our in-house experience to coach Fintech Co to be able to self manage their Salesforce CRM system 

Results:

  • Implemented end-to-end process automation within 4 months
  • Delivered application conversion improvements of 60%+
  • Established technical delivery processes enabling regular sprints and automated deployment process

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