Sector

Financial Services

We specialise in helping clients on their
transformational journey to success.

Funding Circle
Currency Cloud
LendInvest
Funding Options
Volkswagen Bank Ireland
Alliance Trust
dopay
Zopa
Fenergo
ClaimVantage

Simplifying the Complex

In today's rapidly evolving digital world, customer's now expect personalised interactions and connected experiences across all devices.

Whether your a B2C or B2B enterprise, now is the time to focus on meeting and exceeding customer expectations.

Maximise YourSalesforce Investment

80% of customers say that the experience a company provides is as important as its products or services - Salesforce.

We provide our clients with solutions that offer seamless customer experiences, that compete both with rivals in the same industry and best-in-class companies across all sectors.

How can Pexlify and Salesforce help you achive this?

  • Give your customers' the best possible experiences across all touchpoints and devices. Companies focusing on providing a 360 customer view are winning the hearts and minds of their customer base.
  • Breakdown departmental & organisational sileos. Seamlessly manage and transfer customer data betweeen teams and stay connected with your customers' at every touchpoint
  • Easily connect and link all of your external data sources with REST & SOAP APIs. For more complex projects, Mulesoft can integrate with legacy CRM applications, ERP solutions and back-end databases.
  • We're there when you need us. With available support and our multi-phase developement approach, we can help you every step of the way on your digital transformation journey
  • Life-Time Value is essential for all businesses. With improved processes and rich customer experiences, you can keep your customers happier, for longer.
  • Through Standard and Custom Dashboards & Reports, we bring data to life through real-time visual snapshots of business and department performance.
  • From data entry to workflow productivity, we help deliver efficiencies across all departments. Users' can multi-task and automate processes where it wasn't possible before.
UNIFIED PLATFORM SINGLE SUPPORT & DEVELOPMENT INTEGRATIONS & APIS WORKFLOW & AUTOMATION CROSS-SELL / UP-SELL DASHBOARDS & REPORTING 360 Customer View o

How we help Financial Service Clients

As a trusted partner, we deliver new innovations and features faster and securely for our customers. Through our Case Studies, get insights on the type of solutions we've developed across the Financial Services sector.

Volkswagen Bank Ireland

The VWBI team required a flexible, scalable solution that allowed them to manage PCP/HP renewal contract opportunities.

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Allianz Worldwide Care

Allianz Worldwide Care’s new ‘QuoteForce’ solution is helping them improve the overall client experience, as well as achieving significant gains in productivity & efficiency.

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Funding Circle

Improve Funding Circle’s existing Underwriting process by enhancing the current Salesforce Lightening console.

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Alliance Trust

Alliance Trust had an immediate requirement to integrate Stocktrade, a recently acquired subsidiary of Brewin Dolphin, into their Salesforce org. Pexlify built a solution that streamlined the interactions between Stocktrade users and the Salesforce org.

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Ulster Bank

Pexlify’s bespoke solution helped Ulster Bank to improve their customer satisfaction scores and to understand, based on customer feedback, where they were performing well.

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Wonga

In this complex project, Pexlify delivered a unique solution to allow Wonga’s customer service agents to be able to view and manage new customer loans within Salesforce.

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ClaimVantage

Under an extremely tight deadline, Pexlify successfully migrated the data, notes and attachment on time for the launch of the new company ‘Absolve’ on the 2nd of January 2017.

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Jardine Norton

Pexlify implemented a Sales and Community Cloud solution that allowed Jardine Norton to reduce the hours and headcount required to manage their clients and invoices.

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Thinking about transforming your business with Salesforce?

We would love to hear from you. Please feel to get in touch with one of our Financial Services experts and learn how we can help deliver exceptional solutions.

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