User experience : To pursue excellence as the key to better oneself

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: 

• Private Banking. Customer loads from the bank core, advisory processes, more intuitive proposals of investment and integration of the electronic signature with Docusign.
• Commercial banking. CRM of tasks, events and activities, product selling of commercial banking, target generation, campaign generation, ROI, platform to help the manager, integration of the banking core and the insurer core and 360º perspective of the customer.