Case studies

The client offers a conversational platform for commercial services empowering financial and banking institutions to increase online conversions, deliver better customer experience and build successful business relationships.

The client is a blockchain startup set to enable borderless crypto finance. It provides a decentralized marketplace for tokenized alternative investments backed by secure custody of crypto assets. The company combines the privacy and security of a leading banking centre with the accessibility and diversity of an open blockchain-based network.

The end customer is a Fortune 500 company that required a seamless Salesforce integration for its existing address validation solution and a separate external address visualization service. The customer had enabled country and state picklists in their production organization, which, however, made their address validation solution incompatible with their Salesforce organization and their separate address visualization service.

The customer was using a CRM platform that did not match the company’s ambitions for expansion and development of prospecting and sales policies. In addition, with the challenges posed by Covid-19, the company needed more than ever to migrate to a platform that would better meet the company’s needs and would integrate all units, allowing them to work together and collaborate remotely.