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