[Case Study]
Salesforce Community Cloud Set-Up for An American Multinational Personal Finance Company
The customer is a personal finance company offering credit and financial management services to its global customer base expanded across countries like the US, UK, and Canada. They were running a community on Zendesk which offered limited customizations. So, they wanted to enable their community members with next-gen features like AI-enabled chat, case deflection, and phone log system.
After migrating their community from Zendesk to Salesforce, here is what they experienced:
- Enhanced case logging and management system
- Efficient, mobile-first community UX
- Effective case-deflection system with AI-enabled chat
