First Tech

FirstTech specializes in serving the needs of the world’s some of most forward-thinking companies, including HP, Microsoft, Agilent Technologies, Amazon, Cisco and many more in the technology sector. It is the 9th Largest Credit Union in the USA by Asset size and has roughly $9B in assets. They provide the following financial services to their large member base. Banking, Credit Cards, Loans (Consumer & Mortgage), Insurance, Investment Management. FirstTech is a Technology Pioneer in the Credit union industry and was the First Credit Union to offer Mobile Phone Banking in 2007 on iOS and Android Platform. In 2015 they were the first credit Union to introduce the secure Platform chip and pin Debit and Credit Cards.

Solution
Sales Cloud, Service Cloud, Chatter Etc.

Industry

Banking

Go Live Date

Dec 12, 2012

First Tech

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Client Challenge
  • 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’s Solution

Cloudalyze provided a list of the various Process and Technology gaps in the current implementation and along with this we provided the architecture and design artefacts to kick start the remedy effort: Application Architecture, Data Architecture, and Integration Architecture.
We also provided Technology management services to the FTFCU salesforce development team to oversee implementation of the same.

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