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Banking verified Verified Outcome TRL N/A

Digital Trade Enablement Platform to Scale Relationship Banking and Commercial Onboarding

domain Client: Top U.K. Bank (Commercial & Corporate) handshake Provider: Salesforce (Experience Cloud + Einstein 1 ecosystem) schedule Deploy: <12 Months
93 Impact
Enterprise Ready
Evidence Score: -/10
Strength: Tier 1

Executive Summary

ANALYST: COI RESEARCH

Santander UK built a customer-facing digital subscription platform on Salesforce to scale international trade enablement services and deepen commercial customer engagement. Publicly stated results include faster onboarding and materially higher customer conversations, indicating the platform improved operating leverage while strengthening relationship-led growth.

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

warning The Challenge

Commercial and corporate banking teams often rely on relationship-manager capacity and manual coordination to deliver value-added advisory services (e.g., international trade enablement). That model is difficult to scale: customer interactions are fragmented, onboarding and compliance steps are time-consuming, and expertise is not consistently accessible to smaller clients. This creates a gap between strategic intent (customer-centric differentiation) and operational reality (limited throughput, inconsistent experiences, and slow time-to-value for customers).

psychology The Solution

Santander UK implemented a digital platform (Santander Navigator) using Salesforce to unify customer requests, personalize experiences, and streamline onboarding workflows. The solution pattern combines CRM-centric orchestration with Experience-driven digital journeys and embedded analytics to capture interaction data and trigger relationship-manager tasks. From a COI viewpoint, the value is in converting advisory services into a scalable, digital operating model—reducing process friction, increasing engagement frequency, and standardizing onboarding—while maintaining traceability and controls required in commercial banking contexts.

settings_suggest Technical & Deployment Specs

Integrations
Standard API
Deployment Model
SaaS / Hybrid
Data Classification
Internal
Estimated TCO / ROI
Contact for details

trending_up Impact Trajectory

Audited value realization curve

4x more daily customer conversations Verified Outcome
Primary KPI15-minute onboarding time
Audit Cycle10+ hours/week freed per team

policy Compliance & Gov

  • Standards: Standard
  • Maturity (TRL): N/A
  • Evidence Score: -/10
  • Data Class: Internal

folder_shared Verified Assets

description
Verified Case Study
PDF • Version 1.0
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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 U.K. Bank (Commercial & Corporate) without exposing sensitive IP or identities.

Private
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1. Raw Evidence

Audit ID: #PRIV-274
Evidence: Direct SQL Logs
Public
public

2. Verified Asset

Outcome: Verified
Ref ID: #COI-274

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