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How Did Build a Co-Landing Platform With MuleSoft & Salesforce for Fintech Company

Co-landing platform with mulesoft
co-landing platform with mulesoft
Client Success Story

Industry: Fintech Company

Business Model: Fintech Startup

Location: California, USA

Tools

Salesforce CRM, Salesforce Sales Cloud, MuleSoft, AWS, Salesforce Marketing Cloud, Google Ads

Timeline

11 Months

Outcome: We create secure and efficient financial solutions that simplify payments, improve accessibility, and help businesses stay ahead in a digital economy.

Client Overview

Here, a California, USA based fintech startup aimed to disrupt the bill discounting market by proposing a novel scalable co-lending platform provided with state-of-art technologies. Due to Wrinom, the business has developed a co-landing platform with MuleSoft and Salesforce CRM, and as a consequence, through optimizing the processes, increased customer satisfaction was achieved, as well as the reduction of the number of procedures.


Key Challenges Faced By Fintech Company

1. Scalable Co-Lending Platform

Many different types of financial instruments and, correspondingly higher transaction velocities that needed to be addressed by the platform.

2. Digital KYC Automation Tools

To achieve efficient digital KYC and to initiate process automation, it was crucial to connect different data streams.

3. Lead generating for Fintech Companies

One of the main areas which required realization to expand the company was lead generating and conversion tracking.

4. Unified Customer Experience Solutions

Thus, one of the major objectives was to make the interaction with partners and borrowers clear and unborring.

5. Salesforce and MuleSoft Integration

To integrate, several banks, lending platforms, cloud storage providers and communication channels had to be linked by the solution.


Solutions

Wrinom designed and developed a state of the art co-lending solution from the ground that fit into the client space using Salesforce CRM and MuleSoft. Key aspects of the solution included:

1. Core Platform Development

Implemented a highly effective Sales and Support CRM utilizing Salesforce CRM, Sales Cloud and Service Cloud.

2. Process Automation

Human activity designed innovative processes that can eliminate low-added value work activities and optimize organizational processes.

3. Community Engagement

By developing a healthy forum using Salesforce Community Cloud, we fostered healthy interaction between our partners and customers.

4. Seamless Integration

Implemented KYC through SAS digital, connected the platform to banks using REST APIs and for safe document storage used AWS.

5. Enhanced Communication

Since many consumers use WhatsApp, email and sms, they adopted those communication channels to ensure clients have a good experience.

6. Decision Support

Recommended and deployed a state-of-art reporting facility together a professional underwriting rules engine to assist the customer in decisions making and risk management processes in the best possible ways.


Tools and Technologies Used

1. Salesforce CRM

2. Salesforce Sales Cloud

3. MuleSoft

4. AWS

5. Salesforce Marketing Cloud

6. Google Ads


Results Achieved

1. Accelerate Time-to-Market

Being able to come up with new financial products at an impressing speed in order to meet market needs and keep ahead of the competition.

2. Drive Customer Growth

A larger customer base, which would come from users of different platforms with relatively flexible and more functionality.

3. Gain a 360-Degree Customer View

More enhanced information was brought regarding customers, enabling cross selling and extra selling opportunities due to collected data at central position.

4. Empower the Team

The client’s bottom line was further enhanced through transaction plants availing the opportunity to deal with higher volumes of transactions due to productivity.

5. Provide a Single Source of Truth

The integration of a single record of the platform was improving the stakeholder cooperation and information sharing.

6. Enhance Customer Satisfaction

Interactivity with the customers and faster response time caused greater satisfaction among the customers.

7. Adapt to Market Needs

It was further found that the choice of modular platform architecture helped in introducing additional financial services and product.


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You may also connect with us by mail at info@wrinom.com

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