Success Story

Fidor Bank goes digital: International multi-cloud implementation

A woman looks at her bank card

Overview in 30 seconds

Information

About the project

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

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Requirements

  • Ensuring the highest level of data security

  • Integration of the banking backend

  • Dissolve data silos of the different departments

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Customer benefits

  • One system for all data instead of a multitude of decentralized systems

  • Increase the 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 checking account.

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

Eine Frau schaut auf ihre Bankkarte

Salesforce by Salesfive: Our solution

  • Implementation of Sales Cloud, Service Cloud, Marketing Cloud, Pardot, Social Studio

  • Integration of the banking backend

  • Uniform database for all departments

  • Conducting product training to increase user acceptance

The advantages for Fidor Bank:

  • Transparency, simplicity and high data security on a global scale

  • Structured distribution channel of direct sales teams for B2B and B2C

  • Automated filtering and assignment processes improve service quality

  • Automation of B2B and B2C marketing activities

Lukas Fucela, Fidor Bank, says:

Due to the simplicity and high data security, we found the perfect system in Salesforce and the right partner for us in Salesfive, enabling all employees to have a uniform level of knowledge.

Success stories start at this point

You want to build on the success of Fidor Bank? Then let's talk!