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bankingsalesforce
Enterprise CRM Transformation & Agentforce Deployment
National Financial Services Firm
60%
Improvement in Client Onboarding
35%
Increase in Cross-Sell Revenue
90%
Reduction in Compliance Exceptions
45%
Improvement in RM Productivity
The Challenge
What the client was facing
A major financial services firm operated with fragmented customer data across 7 legacy systems, resulting in inconsistent client experiences, compliance risks, and missed cross-selling opportunities. Relationship managers spent 40% of their time on manual data reconciliation.
The Solution
How DGT addressed the challenge
DGT delivered a comprehensive Salesforce Financial Services Cloud implementation with Data Cloud integration, Agentforce AI assistants for relationship managers, and automated compliance workflows. Our API Hub accelerator connected all legacy systems within 8 weeks.
The Impact
Measurable results delivered
60%
Improvement in Client Onboarding
35%
Increase in Cross-Sell Revenue
90%
Reduction in Compliance Exceptions
45%
Improvement in RM Productivity
"The Agentforce deployment gave our relationship managers superpowers. Client satisfaction scores hit an all-time high within 90 days."
Chief Digital Officer
National Financial Services Firm