msg GillardonBSM AG
Shaping The Future of Experience Management With Salesforce
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Martina Rosenow, Head of division, Michelle Veh, Business Development ManagerThe banking industry was quick at leveraging the digitization opportunity presented by the outbreak of the COVID-19 pandemic. Since the onset of the pandemic, modern banks have escalated their efforts to digitise and automate processes with a strong focus on the customer-centric journey and needs-based sales approach to remain competitive for now and in future challenges.
As reliable partners, we strive to draw and incorporate our vast experiences in different industries, especially with msg for banking in financial solutions and Salesforce to offer high-quality consulting services and solutions,” explains Michelle Veh, Business Development Manager Salesforce at msg for banking
As the market leader in bank management and reporting, msg for banking has more than 100 years of combined experience in successfully supporting the banking industry and enabling them to transform its business operations by optimising the constantly dynamic financial market trends.
msg for banking offers customers smart, innovative and platform-based digitised solutions from a single source. “As reliable partners, we strive to draw and incorporate our vast experience in banking and Salesforce to offer high-quality consulting services and solutions,” explains Michelle Veh, Business Development Manager, Salesforce, at msg for banking.
Although msg for banking is a banking focused company that combines excellent business competence of a wide range of industries like Automotive, Captive Banking and a lot more with technical Salesforce expertise to create a valuable ecosystem that helps its clients offer the best possible customer experience. It provides numerous options for connecting as well as consolidating existing IT systems and product solutions along with increasing security and availability.
The company’s Salesforce qualified experts integrate their in-depth industry knowledge and products with the Salesforce platform, the single point of truth in the foreground to bring together sales, marketing, customer service and sustainability. In addition to the classic Salesforce topics like consulting, adaption, enabling, operation and support of the single salesforce products, Salesforce experts at msg also have expertise in MuleSoft, Salesforce Net Zero Cloud and the transition to the Lightning Experience.
Whether it is deployment, application management, control, maintenance, partial automation or full automation, msg for banking’s Salesforce advisory and implementation services are tailored-made to meet customers’ needs.
"Our primary goal is to work together with our customers to design and incorporate sustainability in their future architecture or their processes, thereby securing their loyalty to the brand over the long term,” states Veh"
With its own developed Salesforce Health Check, the company offers a quick but detailed analysis of a client’s existing CRM system and recommends best practices to both technical contacts and decision-makers in the areas of deployment, security, configurations and test coverage. The entire customer journey process is mapped in Salesforce using the client’s existing processes, paving the way for the 360-degree overview of critical insights to help them optimise efficiency.
MARZIPAN & Salesforce - The Integration of Future-Proofing calculation of financial products
MARZIPAN stands for standardised credit calculation software that is both versatile and state of the art to help clients overcome the various operational challenges of today’s banking industry. Its modular structure offers an extensive range of services that can be integrated for flexible application options for various cross-departmental functions and specific requirements.
By integrating MARZIPAN in Salesforce as an app, msg for banking enables its customers to incorporate credit calculation efficiently in their sales processes via the Flow Builder or as a separate tab. The MARZIPAN Salesforce app enables swift, transparent and secure individual and bulk business calculations. This offers a wide range of use cases, from determining the appropriate lower price limit to establishing an account plan or calculating early repayment penalties. Once proposals are saved, the customer overview offers consultants the option of viewing, sending or editing them as a team with lowest imaginable effort before forwarding them to internal departments via an automated approval process.
MARZIPAN offers a CSV interface that facilitates universal connectivity of all saved transactions, providing transparency. By connecting to Salesforce, banks can display exported files in Salesforce Dashboards on demand and monitor critical indicators in real-time. Moreover, the use cases are diverse, ranging from product analysis to customer behaviour analysis, early warning indications of target margin management, price management support or new momentum for sales management. The Salesforce Dashboard can be individually configured for each staff member in advisory services, the management or back office processing and control, enabling them to respond in depth on different issues.
Whether it is deployment, application management, control, maintenance, partial automation or full automation, msg for banking’s Salesforce advisory and implementation services are tailored-made to meet customers’ needs.
"Our primary goal is to work together with our customers to design and incorporate sustainability in their future architecture or their processes, thereby securing their loyalty to the brand over the long term,” states Veh"
With its own developed Salesforce Health Check, the company offers a quick but detailed analysis of a client’s existing CRM system and recommends best practices to both technical contacts and decision-makers in the areas of deployment, security, configurations and test coverage. The entire customer journey process is mapped in Salesforce using the client’s existing processes, paving the way for the 360-degree overview of critical insights to help them optimise efficiency.
MARZIPAN & Salesforce - The Integration of Future-Proofing calculation of financial products
MARZIPAN stands for standardised credit calculation software that is both versatile and state of the art to help clients overcome the various operational challenges of today’s banking industry. Its modular structure offers an extensive range of services that can be integrated for flexible application options for various cross-departmental functions and specific requirements.
By integrating MARZIPAN in Salesforce as an app, msg for banking enables its customers to incorporate credit calculation efficiently in their sales processes via the Flow Builder or as a separate tab. The MARZIPAN Salesforce app enables swift, transparent and secure individual and bulk business calculations. This offers a wide range of use cases, from determining the appropriate lower price limit to establishing an account plan or calculating early repayment penalties. Once proposals are saved, the customer overview offers consultants the option of viewing, sending or editing them as a team with lowest imaginable effort before forwarding them to internal departments via an automated approval process.
MARZIPAN offers a CSV interface that facilitates universal connectivity of all saved transactions, providing transparency. By connecting to Salesforce, banks can display exported files in Salesforce Dashboards on demand and monitor critical indicators in real-time. Moreover, the use cases are diverse, ranging from product analysis to customer behaviour analysis, early warning indications of target margin management, price management support or new momentum for sales management. The Salesforce Dashboard can be individually configured for each staff member in advisory services, the management or back office processing and control, enabling them to respond in depth on different issues.
Beyond frictionless self-service, customers now expect their banks to understand their specific situation and provide them with personalised offers. MARZIPAN KAI – Salesforce’s digital voice and chat assistant and calculation champion enables bank customers to configure their credit facility and then finalise arrangements swiftly. To do so, KAI only needs the amount, term and starting date of the financing to guarantee a highly satisfying customer experience. Furthermore, KAI reduces the workload of banks and consulting staff and service centres. This boosts the employee experience as all credit requests from the various communication channels are seamlessly integrated as leads in the sales funnel and delivered without delay to the right person via automated queue processes.
The Multi-Industry Experience and Salesforce Expertise across msg group
Being part of msg international corporate group, msg aims to create added value in the digitalised world by putting people first, whether they are customers, users of its solutions or staff members. In addition, its team’s diversity is a source of extra strength at every stage, from the original idea to the application. This characteristic and holistic view enable msg to exploit the full potential of the group and is also reflected in their slogan, ‘value inspired by people’.
The company reaps industry and Salesforce expertise across the entire msg group the benefits of over 40 years of expertise, building on creative, solution-oriented entrepreneurship. By pooling Salesforce competence with its broad expertise in 12 sectors, msg develops and implements forward-thinking to offer high-quality customer-driven strategies of understanding, mapping and internalising customer journeys. Furthermore, its team of experienced consultants also develops simulations to analyse customer and selling journeys in Salesforce to identify and evaluate touch points relevant to the target segment. Additional factors such as customer processes and their functional reliability in digital solutions are also considered.
“Our primary goal is to work with our customers to design and incorporate sustainability in their future architecture or processes, thereby securing their loyalty to the brand over the long term,” states Veh.
One example of the success in reaching this goal is the project reference of our automotive project.The project scope was to integrate the Salesforce Sales Cloud as a Single point of truth for over 750 dealers in Europe. As the project progressed, the successful cooperation and increased potential turned out to be a win-win for both sides.
Starting by focusing on the basic implementation, assignments rapidly spiralled to include the integration of peripheral systems and transfer of integration levels. As part of a holistic BizDevOps concept, consistent quality was assured in an agile LeSS environment. msg continued to provide support and quality management throughout the project, upgrading goals as required, thereby resulting in maximum customer satisfaction.
The project highlights: facts & figures
• 8 rollouts in 8 countries and 13 languages
• over 60 independent IT systems connected
• 1300 staging orgs
• 750 productive orgs
• 8000 Salesforce user licences automatically managed
• 12 productive deployments per year
The Multi-Industry Experience and Salesforce Expertise across msg group
Being part of msg international corporate group, msg aims to create added value in the digitalised world by putting people first, whether they are customers, users of its solutions or staff members. In addition, its team’s diversity is a source of extra strength at every stage, from the original idea to the application. This characteristic and holistic view enable msg to exploit the full potential of the group and is also reflected in their slogan, ‘value inspired by people’.
The company reaps industry and Salesforce expertise across the entire msg group the benefits of over 40 years of expertise, building on creative, solution-oriented entrepreneurship. By pooling Salesforce competence with its broad expertise in 12 sectors, msg develops and implements forward-thinking to offer high-quality customer-driven strategies of understanding, mapping and internalising customer journeys. Furthermore, its team of experienced consultants also develops simulations to analyse customer and selling journeys in Salesforce to identify and evaluate touch points relevant to the target segment. Additional factors such as customer processes and their functional reliability in digital solutions are also considered.
“Our primary goal is to work with our customers to design and incorporate sustainability in their future architecture or processes, thereby securing their loyalty to the brand over the long term,” states Veh.
One example of the success in reaching this goal is the project reference of our automotive project.The project scope was to integrate the Salesforce Sales Cloud as a Single point of truth for over 750 dealers in Europe. As the project progressed, the successful cooperation and increased potential turned out to be a win-win for both sides.
Starting by focusing on the basic implementation, assignments rapidly spiralled to include the integration of peripheral systems and transfer of integration levels. As part of a holistic BizDevOps concept, consistent quality was assured in an agile LeSS environment. msg continued to provide support and quality management throughout the project, upgrading goals as required, thereby resulting in maximum customer satisfaction.
The project highlights: facts & figures
• 8 rollouts in 8 countries and 13 languages
• over 60 independent IT systems connected
• 1300 staging orgs
• 750 productive orgs
• 8000 Salesforce user licences automatically managed
• 12 productive deployments per year
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