FirstTech is a leading financial institution catering to the needs of some of the most innovative companies worldwide, such as HP, Microsoft, Agilent Technologies, Amazon, and Cisco, among others, within the technology sector. With roughly $9B in assets, it ranks as the 9th largest Credit Union in the USA by asset size. FirstTech offers a broad range of financial services to its large member base, including Banking, Credit Cards, Loans (Consumer & Mortgage), Insurance, and Investment Management.
As a technology pioneer in the Credit Union industry, FirstTech has a long-standing history of innovation. In 2007, it became the first Credit Union to offer Mobile Phone Banking on the iOS and Android platforms. In 2015, it was also the first Credit Union to introduce the secure Platform chip and pin Debit and Credit Cards, cementing its status as a leader in the industry.
Industry
Banking
Go Live Date
Dec 12, 2012
- Objective Summary: Conduct an audit of an existing Omni-Channel Member Resource Management application built on the force.com platform. Cloudalyze was tasked to Identify Best Practice Gaps, Technology gaps, Integration Architecture Gaps and provide a recovery plan for a rearchitected implementation of Salesforce.com, to facilitate Lead Management, Opportunity Attribution, Seg Management and Member Resource management.
- Pain Points: Customer faced a few limitations in Low adoption rate by Sales Team. They also have Lack of Opportunity Attribution, Inadequate Data and Distorted Application Architecture.
- Customer Vision for CRM: The customer wants to rearchitect their Salesforce.com Platform to build a foundational Member Database and provide accessibility to member 360 consolidated from CRM and integrated from Back Office Financial Systems to facilitate.
Customer also wants to know Prospecting & Sales Processes, Promote Self Service, Seg Management & Business Development and Member Account Service Management.
Cloudalyze presented a comprehensive list of Process and Technology gaps in the current implementation. We also provided the necessary architecture and design artefacts to initiate the recovery effort. This included Application Architecture, Data Architecture, and Integration Architecture.
Additionally, we provided Technology management services to oversee the implementation of the recommendations by the FTFCU Salesforce development team. This ensured that the necessary changes were being made in a timely and effective manner.
