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Case studies

Maximizing Salesforce Investment for a Top US Financial Client

At the client end, the current level of marketing operations relied on manual processes and failed to provide customer-centricity, speed-to-value, and productivity to the advisors and their end customers. A timely implementation of Salesforce marketing cloud resulted in personalized customer experiences based on user journeys, better user engagement and enhanced productivity of advisors.

case study
case study

Simplified Customer Onboarding for a Global Financial Services Client

The client was looking to expedite customer on-boarding and wanted to minimize the manual work across various onboarding stages. He partnered with us to track and create various activities and tasks on Salesforce and support real-time, on-demand fetching and feeding of most updated customer onboarding information to external entities like SetIt, FundOps and Task Manager for a simplified experience.

Timely Encryption of End-Customer Data to Meet 23 New Regulations in the Financial Sector for a Leading US Financial Major

The New York Department of Financial Services introduced 23 new regulations for data encryption and security, which the client required to meet in a very short timeline. Using a four-pronged approach involving discovery stage, careful analysis, out-of-the-box build for Salesforce encryptions, and a comprehensive testing stage, we successfully delivered the needed resolution.

case study
case study

A Global Investment Management Firm Drives Business Transformation Using Cloud Services

The client, a global investment manager, was looking to transform to a Cloud-ready state and engaged NIIT Technologies. Leveraging our Cloud methodology, we delivered full stack service from strategy through migration and modernization leading to business transformation.

Delivering an Agile, Accurate and Interactive Workforce Analytics Solution to a Large European Bank

A leading European bank in the U.K. with over 100 million customers globally needed to find a way out of its challenges around manually putting together accurate and timely workforce management reports from disparate data sources and incidental data architecture. It collaborated with NIIT Technologies to transform its interactive reporting capabilities by simplifying and re-architecting its databases to create near real-time visibility for the management which resulted in reduced costs and highly improved decision-making.

case study
case study

Delivered a Multichannel Responsive Solution using Agile for an Experiential Travel Leader

A leading US carrier wanted to deliver personalized, cross-channel digital experiences for their global travelers. We helped deliver a comprehensive digital solution that enhanced customer experience, business agility, and market presence.

Delivering Emotionally Empathetic Customer Experiences and Higher Overall Revenue for a Leading US Airline

A leading US airline was seeking to redefine travel experience across channels, devices, and touchpoints. Ensuring complete automation of business process spectrum, we helped drive performance improvement along with growth in passenger and ancillary revenues.

case study
case study

Partnering with a Bootstrapped US Fintech Startup to Achieve 75% Faster Time-to-Market with 15% Lower Cost of Ownership

A US based fintech startup wanted to build a mobile solution which will help millennials and boomers to live better by giving to causes/charity of their choice and saving for a secure future. We enabled the client to quickly bootstrap their idea—from concept to minimum viable product to help attract further funding and get to the market quickly.

Transforming Advisor Acquisition into an Automated System with 80% Lower Time-to-Market and 70% Higher Lead Conversion for a US Wealth Management Platform Leader

A leading wealth management solutions provider wanted to improves sales/ marketing effectiveness by digitalizing the existing inefficient and ad hoc advisor acquisition process. Leveraging our deep domain expertise, we transformed the entire value chain starting from higher marketing campaign effectiveness, through to acquisition, frictionless onboarding, and servicing.

case study
case study

Delivering Cost Saving of over USD I Million for a leading Global Airline using Robotic Process Automation

A prominent global airline was looking to minimize costs by automating high volume and repeatable error-prone tasks. Drawing on our deep domain experience, we re-engineered their business into a set of automation-friendly processes by deploying company-wide robotic process automation. Flawless processes, reduced average handling time, and huge cost savings were the end outcomes.


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