Fidor Bank goes digital: International multi-cloud implementation
The project
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.
These technologies were used
Systems are only as good as the technology behind them. That‘s why we rely on modern solutions from the Salesforce ecosystem for our customers‘ digitization projects. The following technologies, among others, were used at Fidor Bank.
Marketing Cloud Account Engagement
Salesforce Marketing Cloud Account Engagement is a platform for automated B2B marketing and lead management.
“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.”
The project success in detail
Focus on data security and transparency: international multi-cloud implementation for smooth processes in a cross-departmental solution.
Requirements
– Ensuring the highest level of data security
– Integration of the banking backend
– Dissolve data silos of the different departments
Customer benefits
– One system for all data instead of a multitude of decentralized systems
– Increased productivity of the support team to over 1,000 requests per day
Solution
– Implementation of Sales Cloud, Service Cloud, Marketing Cloud, Marketing Cloud Account Engagement, and Social Studio
– Integration of the banking backend
– Uniform database for all departments
– Conducting product training to increase user acceptance
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
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