SUCCESS STORY

Fidor Bank

30 seconds summary

Short and simple

Focus on data security and transparency: international multi-cloud implementation allow for smooth processes in a cross-departmental solution.

Requirements

Highest data security guaranteed
Integration of the banking backend
Dissolving of data silos of the various different departments

Customer benefits

One system for all data instead of many decentralized systems
International roll-out creates uniform database and processes at all locations
Ensuring service standards through uniform information database for employees
Increased productivity of the support team to > > 1.000 requests per day

ABOUT THE PROJECT

Why Salesforce
& Salesfive

Fidor Bank is an internet-based direct bank and targets both private and business customers with the Fidor Smart current account.

To optimize the digital processes of sales, service and marketing, a system was needed that combines all together. A Salesforce multi-cloud implementation was the solution. Salesfive was hired for its expertise in custom development to ensure data protection.

THE SPECIAL FEATURE

Integration of the banking backend

Integration of the banking backend was one of the main concerns for Fidor Bank. In doing so, security had top priority.

Using custom development, we developed interfaces that enable secure data exchange between the systems to protect sensitive customer data. By this integration, the two systems are able to work in sync with each other.

Employees are now able to retrieve all customer data from the banking system directly in Salesforce and can thus respond perfectly to service or sales requests.

THE RESULT

Salesforce by
Salesfive

Salesforce as a tool for the financial industry – a system for sales, service and marketing.

Our Salesforce solution

Implementation of Sales Cloud, Service Cloud, Marketing Cloud, Pardot, Social Studio
Integration of the banking backend
Uniform database for all departments
Conduction of product training to increase user acceptance

The advantage for Fidor Bank

Transparency, simplicity and high data security on a global level
Structured sales channel of direct sales teams for B2B and B2C
Automated filtering and allocation processes improve service quality
Automation of B2B and B2C marketing activities

“Because of its simplicity and high data security, we found the perfect system in Salesforce and the perfect partner for us in Salesfive, enabling all employees to have the same level of knowledge.”

– Lukas Fucela, Fidor Bank

Contact us

Start the digital transformation.

Contact form

or arrange a callback

E-Mail [email protected]

Answer within one business day

0049 89 23788479

Mo-Fr: 9:00 am – 6:00 pm

This is how we have already been able to help other customers

Forto

Neu eingeführter Vertriebsprozess für transparentes Kunden- und Lieferantenmanagement. Innovatives Forecasting-Tool für die Ressourcenplanung gibt Forto einen Blick in die Zukunft.

Verwendete Clouds:

Sales Cloud
Pardot

Lesen Sie hier die gesamte Erfolgsgeschichte

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Neven Subotic Stiftung

Ein zentrales System für alle Spender- und Projektdaten. Personalisierte Spendenaktionen über die Website anbieten und in Salesforce abwickeln als neue Möglichkeit, die Projekte voranzutreiben.