MoreYeahs unified fragmented customer data and deployed an AI-powered Agentforce agent to transform engagement for a financial services organization.
The client is a financial services organization offering loans, credit cards, insurance, and wealth management products.
Customer data was spread across multiple systems, limiting visibility and creating inconsistent experiences.
The organization partnered with MoreYeahs Technologies to build a unified, AI-driven customer intelligence platform on Salesforce.
Fragmented customer data across banking, credit, and interaction systems was undermining the client's ability to respond quickly and consistently.
Fragmented Customer Data: banking transactions, credit history, and interaction data lived in disconnected systems.
Poor Visibility: teams lacked a single, reliable view of the customer relationship.
Delayed Responses: without unified data, resolving customer queries and cases took longer than necessary.
Inconsistent Experiences: customers received inconsistent service across web, mobile, and support channels.
MoreYeahs built an end-to-end platform spanning customer data unification, AI-driven engagement, and personalized recommendations.
Customer 360 via Data Cloud: unified banking transactions, credit history, and interaction data into a single golden customer record through identity resolution, with segmentation for high-value, risk-prone, and cross-sell audiences.
AI-Powered Agent (Agentforce): deployed a chatbot for customer queries, loan status tracking, and case creation, using natural language understanding and Customer 360 context, with auto-escalation to human agents.
Intelligent Lead & Opportunity Management: automated lead creation from customer interactions, AI-based lead scoring, and opportunity recommendations tied to customer profile.
Case Management Automation: automated case creation from the chatbot, intelligent routing by issue type, and SLA tracking with escalation.
Personalization Engine: AI-driven recommendations for loan offers, credit card upgrades, and insurance plans, triggered by customer behavior and lifecycle stage.
MoreYeahs delivered the platform end to end, from data ingestion through AI-driven engagement and reporting.
Ingest: connected data streams from banking systems, mobile apps, and web portals into Data Cloud.
Unify: applied identity resolution rules to merge duplicate records into golden customer profiles.
Enable AI: configured Agentforce for conversational, context-aware customer interactions.
Automate: built lead, opportunity, and case management automation tied to AI-driven scoring and routing.
Report: delivered dashboards tracking engagement, AI performance, conversion, and revenue insights.
The platform combined Salesforce's Data Cloud, Agentforce, and core CRM clouds into a single customer intelligence layer.
The unified platform measurably improved engagement, responsiveness, and revenue from cross-sell activity.
Beyond the immediate engagement gains, the platform gives the organization durable, predictive customer intelligence.
Predictive Risk Insight: AI models help anticipate loan default risk and churn probability ahead of time.
Next Best Action Guidance: a recommendation engine supports agents with suggested actions during live interactions.
Real-Time Decision-Making: instant recommendations during customer interactions improve conversion and service quality.
Unified Engagement Layer: customers now experience consistent service across web, mobile, and chatbot channels.
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