Classified as the unique bank in Andorra in the Top 1000 ranking of the Financial Times, its passion for transformation builds the best user experience.
Commercial banking, private banking, assets management at national level and insurances: a wide family of services offered by Crèdit Andorrà also in Spain, Luxemburg, Mexico, Panamá and USA. Services which, due to the regulatory changes in the different countries have transformed the business, specially regarding the model of relationship with the customer, and which demanded a platform of the Manager which allowed them to improve their commercial activity, having a 360º perspective of the customer integrating their products and businesses in an unique platform, digitalizing the advicing of the platform and complying with the new regulatory framework.
To achieve these goals, Crèdit Andorrà chose the Salesforce Financial Services Cloud with areal time integration of its bank core Avaloq. An implementation which allowed them to run the processes of commercial management, comercial systematics, comercial banking and MIFID II, being, besides, the first implementation of this cloud in Europe.
A Project developed under the Lightning interface and an Agile framework in which the work was divided in two blocks:
Through the implementation of this manager we manage to:
A complex project which was entrusted to us by this banking group thanks to our wide ecperience in finantial proccesses, because our knowledge of the implications MIFID II has over such processes and for the wide experience of our team with the platform Salesforce.
The first implementation Salesforce Financial Services Cloud in Europe
Classified as the unique bank in Andorra in the Top 1000 ranking of the Financial Times
Greater speed to offer better customer service, an unified perspective to facilitate the employees´s work and an unique platform to optimise any working flow is, in general perspective, what Salesforce Financial Services Cloud, CRM Nº1 platform worldwide in the world, and which allowed us to provide solutions to all needs required by our customer.