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Financial Services
Client Portal & Self-Service Experience
Complexity
High
Timeline
10-14 weeks
Outcomes
4+
Challenge
Financial services firm with clients calling for basic account information and document access, overwhelming service team.
Solution
Built Salesforce Experience Cloud client portal with secure document vault, account dashboards, and self-service request forms.
Key Outcomes
- 67% reduction in service calls
- 94% client satisfaction score
- 24/7 self-service access
- $380K annual service cost savings
Tags
Client PortalExperience CloudSelf-ServiceCustomer Experience
Implementation Timeline
10-14 weeks
High Complexity