VISEO enables customer centric transformation for leading Australian business lender
VISEO’s client is Australia’s leading specialist commercial property finance provider, financing more than $1.3 billion in retail, office and industrial commercial property loans to Australian businesses and experienced property investors.
An innovative end-to-end platform solution based on Salesforce Sales Cloud, Service Cloud, Community Cloud and Maps
VISEO developed a strategic Salesforce roadmap and business case for the client and then implemented an innovative end-to-end on-platform solution based on Salesforce Sales Cloud, Service Cloud, Community Cloud and Maps.
The solution supports:
- marketing engagement and customer journey management
- broker channel management and engagement including optimised planning and location intelligence functionality
- leads and opportunities (including online loan applications)
- customer management
- loan origination (via nCino)
- loan management integration with the client’s loan servicing system and Natterbox computer-telephony integration.
The client continues to engage VISEO as a strategic partner via managed services to deliver ongoing enhancements to the solution.
VISEO's solution has delivered
- $2 million in net benefit
- 20%+ in front, mid and back office efficiencies
- 100% increase in LUM
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