A charitable financial service provider drive a centralized, consistent approach by integrating their Salesforce instance and its Episys systems

 

About the Client

Client is a member-owned financial cooperative which provides financial assistance and promotes financial literacy within member communities and serves more than 90,000 members across Wisconsin, Iowa and Minnesota.  

Solution

  • Enable a secure, real-time integration between client’s Salesforce instance and its Episys by utilizing Mulesoft API.
  • Configured flow automation to perform the callout and record the response
  • Created fallback mechanisms and alerts since data update and synchronization was crucial to the business
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Benefits

  • Enhanced member experience – Across all channels, the client provided 90% extraordinary member experiences.
  • 360-degree customer view – Client’s integrated platform increases employee efficiency and productivity.
  • Time and Money saved – Client saves 35% on the operational cost and 40% more time to focus on other critical processes.

Salesforce: Sales Cloud, Financial Services Cloud

Technologies: Apex, API, Flows

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