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Banking verified Verified Outcome TRL 9

CRM & Customer Insights Platform

domain Client: Top Spanish Banking Group handshake Provider: Salesforce schedule Deploy: 2019-2023
89 Impact
Enterprise Ready
Evidence Score: 4/10
Strength: Medium

Executive Summary

ANALYST: COI RESEARCH

The banking group implemented a leading CRM platform to unify customer data across its extensive branch network and digital channels, enabling personalized advisory.

rate_review Analyst Verdict

"Essential unification. For a bank with a massive physical footprint, connecting branch interactions with digital data is the holy grail. This deployment empowers branch staff with the same insights as digital algorithms."

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Full Audit Report Available Includes Risk Register, Technical Specs & Compliance Data.

warning The Challenge

The bank possessed a vast amount of customer data, but it was siloed between the physical branch network and digital channels. Branch advisors often lacked visibility into a client's recent digital interactions, leading to disjointed advice and missed sales opportunities.

psychology The Solution

The organization deployed Salesforce Financial Services Cloud as the unified engagement layer for thousands of advisors. This provided a 360-degree view of the customer, aggregating data from the core banking system, digital apps, and insurance units into a single dashboard for relationship managers.

settings_suggest Technical & Deployment Specs

Integrations
Core Banking
Deployment Model
SaaS
Data Classification
PII
Estimated TCO / ROI
Medium
POC Summary ( to )

"N/A"

shield Risk Register & Mitigation

Risk Factor Severity Mitigation Strategy
Adoption Resistance Medium Change management

trending_up Impact Trajectory

Audited value realization curve

Single view of customer for all advisors Verified Outcome
Primary KPIIncrease in advisor productivity
Audit CycleImproved sales conversion

policy Compliance & Gov

  • Standards: GDPR
  • Maturity (TRL): 9
  • Evidence Score: 4/10
  • Data Class: PII

folder_shared Verified Assets

description
Verified Case Study
PDF • Version 1
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Technical Audit
PDF • Audited
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Security Architecture

The "Blind Verification" Protocol

How we verified these outcomes for Top Spanish Banking Group without exposing sensitive IP or identities.

Private
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1. Raw Evidence

Audit ID: #PRIV-405
Evidence: Direct SQL Logs
Public
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2. Verified Asset

Outcome: Verified
Ref ID: #COI-405

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