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Client and Project Overview

A financial services company, known for its cutting-edge technological solutions in the credit repair industry, is widely recognized for its expertise. The company operates through its subsidiaries, which are leaders in consumer credit report repair, offering a range of services to assist clients in improving their credit scores. Renowned for its innovation and creativity in the consumer advocacy market, the company has played a key role in redefining the credit repair industry. The company’s mission is centered around empowering its customers to achieve their financial goals more efficiently, and as such, it is committed to ensuring that its customers have access to accurate and fair credit reports. This dedication to consumer advocacy has established the company as a trusted partner for individuals seeking to improve their financial standing.


  • Disparate CRM systems that provide disconnected view of the business and customers
  • Loss of context from previous customer interactions due to a lack of customer 360
  • Operational challenges of legacy systems still exist – slow, prone to crashes, JVM patches
  • Higher operational cost to maintain and upgrade
  • Higher dependence on IT for business process changes
  • Conversation Centric model (Chat is in a separate window) introduces risk of human error and impairs agent productivity


  • Consolidation of disparate CRM systems to provide a consolidated view of the business (Sales and Service Cloud)
  • Consolidated multi B2C portal service under on the same CRM platform to provide a single unified view across Channels with digital experience
  • Customer Centric model with a true omni-channel service (phone, email, chat) in a single agent console
  • Salesforce as the ”System of Engagement” resulting in faster innovation by leveraging standard Salesforce functionality
  • Lower dependence on IT for business process changes
  • Highly secured seamless integration across proposed platform and legacy systems


  • Salesforce Service Cloud
  • Salesforce Experience Cloud
  • Salesforce App Cloud
  • Salesforce Marketing Cloud
  • Salesforce CRM Analytics
  • MuleSoft
  • Heroku
  • Avaya/Verint
  • ARIA/Callidus Cloud
  • Oracle Responsys
  • Equifax/Experian/MX
  • Ultipro


Increase in First-Call Resolution
Decrease in Implementation Time

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