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Salesforce Financial Services Cloud and Experience Cloud for a South Africa Based Bank

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Case Study Implementing Salesforce Financial Services Cloud and Experience Cloud for a South Africa Based Bank


In response to evolving customer expectations and increasing competition in the banking industry, ABC Bank, a leading financial institution based in South Africa, embarked on a digital transformation journey. The bank sought to enhance customer engagement, streamline operations, and deliver personalised financial services experiences. To achieve these goals, ABC Bank partnered with a certified Salesforce implementation partner to deploy Salesforce Financial Services Cloud and Experience Cloud

Client Background

ABC Bank is one of the largest banks in South Africa, offering a wide range of financial products and services to individual and business customers. With branches across the country and a growing digital presence, the bank aimed to leverage technology to better serve its customers and stay ahead of the competition.


Fragmented Customer Data: ABC Bank struggled with siloed customer data across multiple systems, making it difficult to gain a comprehensive view of customer relationships and preferences
Legacy Systems:The bank's legacy systems were outdated and unable to support modern banking functionalities such as personalised customer interactions and seamless omnichannel experiences
Compliance and Security:Compliance with regulatory requirements and ensuring the security of customer data were top priorities for ABC Bank, necessitating a robust and scalable solution

Solution(What we implemented)

The implementation of Salesforce Financial Services Cloud and Experience Cloud for ABC Bank included the following components

1.Financial Services Cloud Implementation:Education Cloud was customised to manage the entire student lifecycle, from recruitment and admissions to graduation and alumni relations. This involved consolidating student data from various sources into a single, unified platform.

  • Client Onboarding and KYC:Automated workflows and digital document management capabilities were implemented to streamline client onboarding processes while ensuring compliance with Know Your Customer (KYC) regulations.
  • Wealth Management:Financial advisors were equipped with tools to manage client portfolios, track investment performance, and provide personalised financial advice based on clients' goals and risk profiles

2.Experience Cloud Implementation:

  • Customer Self-Service Portal:Experience Cloud was leveraged to create a self-service portal for customers, allowing them to view account balances, transfer funds, pay bills, and access financial education resources.
  • Personalised Recommendations:AI-driven recommendation engines were integrated into the portal to deliver personalised product recommendations, financial insights, and educational content tailored to each customer's financial needs and goals.
  • Omnichannel Engagement:Experience Cloud enabled seamless omnichannel engagement, allowing customers to interact with the bank through multiple channels, including web, mobile, email, and social media


  • Enhanced Customer Engagement: The implementation of Financial Services Cloud and Experience Cloud resulted in improved customer engagement and satisfaction. Customers could access personalised financial advice, educational resources, and self-service capabilities through the portal, leading to higher retention rates and increased loyalty.
  • Streamlined Operations: The automation of client onboarding processes and wealth management workflows helped ABC Bank streamline operations, reduce manual errors, and improve efficiency.
  • Compliance and Security: Salesforce Financial Services Cloud provided ABC Bank with a secure and compliant platform to manage customer data, ensuring adherence to regulatory requirements and safeguarding against security threats
  • Scalability and Flexibility:The cloud-based nature of Salesforce solutions enabled ABC Bank to scale its operations and adapt to changing business needs quickly.


By implementing Salesforce Financial Services Cloud and Experience Cloud, ABC Bank transformed its customer engagement strategies, streamlined operations, and delivered personalised financial services experiences. The bank is now better positioned to compete in the digital age, drive customer satisfaction, and achieve sustainable growth in the South African banking market

Implementation Process How we solve the problems

How we solve the problems

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