HomeCase StudyEnhancing Financial Product Engagement with Fintera’s Custom Portal

Enhancing Financial Product Engagement with Fintera’s Custom Portal

Case Study

Enhancing Financial Product Engagement with Fintera’s Custom Portal

A Strategic Salesforce Implementation to Streamline User Experience and Optimize Financial Product Accessibility in Poland

Headquarters

Warsaw, Poland (Europe)

Company Size

50 employees

Industry

Finance

Introduction

Fintera, a Polish financial aggregation platform, provides comprehensive financial comparison services, including a mortgage calculator from various vendors. Recognizing the need to enhance user engagement and streamline customer access to financial products, Fintera sought expertise in developing a customer portal. This initiative aimed to offer a more intuitive and efficient platform for customers to compare financial products, facilitating informed decision-making and enhancing the overall user experience in navigating financial options.

The Challenge

The project faced two main challenges: the need to analyze, document, and replicate an existing proprietary web-platform within Salesforce, and integrating third-party design vendor Scada for visual design oversight.

Additionally, managing the high volume of user requests posed a significant challenge, necessitating extensive modifications to Salesforce to ensure robust performance and scalability. These hurdles required a strategic approach to both technical and design aspects, ensuring a seamless integration and an optimal user experience in the developed customer portal.

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Solution

Our approach to the Fintera project was methodical and focused, emphasizing the development of a Minimum Viable Product (MVP). This strategy allowed us to prioritize core functionalities that deliver the most value to users with the least complexity.

We began by concentrating on Fintera’s mortgage offerings, which involved a smaller, manageable set of vendors. This initial focus not only streamlined our development process but also strategically positioned us to leverage these vendor relationships for subsequent product expansions.

By choosing to start with the mortgage sector, we capitalized on the opportunity to test, learn, and iterate quickly, ensuring that our foundational work could be efficiently scaled and adapted to include a broader range of financial products and services.

This approach was underpinned by our commitment to creating a robust, flexible framework that could accommodate the evolving needs of Fintera and its customers, setting a solid foundation for future growth and diversification.

Technologies Used

  • Salesforce Sales Cloud
  • Salesforce Experience Cloud
  • SCADA Website Builder

Delivery Highlights

  • Developed a custom, configurable integration hub to enable financial vendors to seamlessly connect to Fintera, emphasizing ease of use with a “clicks, not code” approach.
  • Constructed a sophisticated customer portal utilizing Salesforce Experience Cloud, enhancing user engagement and accessibility.
  • Engineered an improved customer onboarding process, focusing on streamlined user experience and efficiency.
  • Created multiple low-maintenance, custom solutions tailored to meet specific operational needs, ensuring scalability and user satisfaction.

The Results

Within a few months, we successfully launched the MVP of the portal, followed by an advanced version that significantly optimized our customer’s business operations. This enhancement led to improved conversion rates in the customer onboarding process and boosted client retention rates.

Through these developments, we achieved a streamlined operation that not only facilitated growth but also reinforced customer loyalty and satisfaction, demonstrating the portal’s pivotal role in transforming business efficiency and engagement.