Success Stories
Real Results from Real Clients
Discover how we've helped organizations transform their operations and achieve measurable business outcomes
Credit Union Digital Transformation
Banking Client
Challenge
$2.8B credit union achieved 94 NPS, 68% digital adoption, 71% faster loan processing with Salesforce FSC and digital banking integration.
Solution
$2.8B credit union achieved 94 NPS, 68% digital adoption, 71% faster loan processing with Salesforce FSC and digital banking integration.
Results
- credit-union
- digital-banking
- member-experience
- loan-processing
Fintech Startup Hyper-Growth Scaling
Fintech Client
Challenge
Fast-growing fintech scaled from 500 to 15K users with 312% customer growth, 99.94% uptime, and $850K cost avoidance using Salesforce.
Solution
Fast-growing fintech scaled from 500 to 15K users with 312% customer growth, 99.94% uptime, and $850K cost avoidance using Salesforce.
Results
- fintech
- hyper-growth
- scalability
- automation
Insurance Agency Digital Transformation
Insurance Client
Challenge
Regional insurance agency achieved 73% faster quote processing, 94% client satisfaction, 95% renewal retention with Salesforce FSC.
Solution
Regional insurance agency achieved 73% faster quote processing, 94% client satisfaction, 95% renewal retention with Salesforce FSC.
Results
- insurance
- policy-administration
- quote-processing
- renewals
Regional Bank Digital Transformation
Banking Client
Challenge
Mid-market regional bank achieved 73% reduction in compliance violations, 7-day loan processing, and $3.7M annual savings with Salesforce FSC.
Solution
Mid-market regional bank achieved 73% reduction in compliance violations, 7-day loan processing, and $3.7M annual savings with Salesforce FSC.
Results
- banking
- compliance
- lending-automation
- bsa-aml
RIA Aggregator Multi-Practice Platform
Wealth Management Client
Challenge
RIA aggregator consolidated 42 practices with $28B+ AUM, achieving 89% operational efficiency and 94% advisor adoption with FSC.
Solution
RIA aggregator consolidated 42 practices with $28B+ AUM, achieving 89% operational efficiency and 94% advisor adoption with FSC.
Results
- ria-aggregator
- multi-practice
- scalability
- consolidation
RIA Junxure to Salesforce FSC Migration
Wealth Management Client
Challenge
Leading RIA achieved 67% advisor productivity increase, 98% user adoption, $2.4M annual savings with Junxure to FSC migration.
Solution
Leading RIA achieved 67% advisor productivity increase, 98% user adoption, $2.4M annual savings with Junxure to FSC migration.
Results
- ria
- junxure-migration
- salesforce-fsc
- advisor-productivity