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Finance
Financial services are built on customer relationships, so companies need solutions for customer relationship management. Unify your teams with Salesforce Customer 360.
Finance
What are the reasons clients contact us the most often?
They lack suitable legacy solutions.
They want help transitioning to a modern cloud platform and Salesforce products.
Their marketing, sales, and service are fragmented across multiple systems.
They are experiencing a „big bang“ or gradual adoption. They want to connect sales, service, and marketing in one place.
Preference for a local Salesforce partner.
They implement Salesforce based on the decision of the parent company and want a local partner who knows the local conditions and ensures a smooth Salesforce adoption.
Only 33% of clients believe that banks provide them with the best products
Only 10% of CEOs of financial institutions consider their company an innovative leader
73% of millennials would prefer banking services from companies like Google, Apple, or Amazon
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ČSOB Insurance company
"We replaced the original CRM with the Salesforce solution. Salespeople now have all the information in one place and can provide clients with excellent service.“
Dalibor Machoň
HEAD OF SALES SUPPORT
Česká spořitelna (part of the Erste Group)
"Thanks to the marketing transformation, we have switched to personalized communication with clients and increased the efficiency of our team. The consolidation of five tools into one allows us to respond more quickly to client needs.“
Lukáš Pudil
PERSONALISATION TRIBE LEAD / DIRECTOR
Zonky
"Now I feel confident that we have the help we needed to see our business grow according to plan."
Filip Paseka
CRM SYSTEM LEADER
Equa Bank
"Given how far we've advanced our marketing and the potential Marketing Cloud holds, I must say that after all our experiences, we would choose to implement Marketing Cloud again."
Ondřej Ševeček
HEAD OF CRM
Zonky
"The Enehano team helped us create tailor-made solutions for using the Community Cloud, including integration with Service and Marketing Cloud."
Filip Paseka
CRM SYSTEM LEADER
ČSOB Insurance company
"We replaced the original CRM with the Salesforce solution. Salespeople now have all the information in one place and can provide clients with excellent service.“
Dalibor Machoň
HEAD OF SALES SUPPORT
Finance
Benefits that digital transformation bringsto finance
Reduce Time
to Market
With the right combination of technologies and well-designed processes, you can quickly deliver incremental changes to the end customer.
Improve Processes
Enhance processes through revision. Save time, reduce human input, decrease errors, and increase capacity using technology.
Reduce Total Cost of Ownership
If digital transformation and implementation of new systems are done correctly, you will reduce overall costs in the medium term from older or inadequate systems.
Increase Customer Satisfaction
Reduce errors and identify friction points early. Through personalization and individual interactions, the customer feels they are receiving quality service.
Stay
Competitive
Don’t lag behind. Digitalization is the biggest current trend. Those who stand still are left behind.
Make Data-Driven Decisions
A truly digitalized process is measurable, allowing you to make qualified data-driven decisions that can be further improved.
Increase Revenue
Leverage potential, increase lead conversions, and thus increase sales volumes.
Reduce Customer Churn
Through good customer care, timely identification of issues, and proactive solutions, you increase satisfaction and reduce churn.
Improve Customer Care
Improving customer care costs less than correcting it. A satisfied customer will recommend you further and may even publicly rate you positively.
Finance
What might interest you?
What are the current trends in the financial sector?
The most intense focus is currently on the practical application of AI—both predictive and generative. We see the future mainly in assistive AI (co-pilot), where the machine cooperates with the human, acts as an assistant, and communicates in a naturally human form. This greatly increases efficiency and reduces errors. You can focus on activities with greater added value.
What impact does digital transformation have on the way people are managed? How is management changing, if at all?
Not only in our company but also with our customers, we have long observed how companies adapt to new management methods with digital transformation. Many large organizations have changed their organizational structure and way of management—using agile methods and some competencies shifting from management to subordinates.
How does digital transformation affect the workplace?
Many positions do not necessarily have to be in the office daily, which was contributed to by the COVID-19 pandemic. This has shifted to a hybrid mode. Also, positions working with end customers are not necessarily tied to branches and business locations.
How we collaborate
Steps that deliver success and ensure the optimization of your processes.
Finance
Properly set processes are the alpha and omegaof further growth
Finance
Meet Our Team
Martin Havelka
Business Unit Leader
Consultation with the expert
Discuss your specific needs with our expert and learn more about our approach to projects.
Martin Havelka
Business Unit Leader
Finance
Interested in more information from this segment?
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