Cludo’s client is Australia’s leading specialist commercial property finance provider, financing more than $1.3 billion in retail, office and industrial commercial property loans to Australian businesses and experienced property investors.
Cludo’s solution has delivered:
>$2 million in net benefits
20%+ in front, mid and back office efficiencies
100% increase in LUM
Cludo developed a strategic Salesforce roadmap and business case for the client and then implemented an innovative end-to-end on-platform solution based on Salesforce Sales Cloud, Service Cloud, Community Cloud and Maps. The solution supports:
- marketing engagement and customer journey management
- broker channel management and engagement including optimised planning and location intelligence functionality
- leads and opportunities (including online loan applications)
- customer management
- loan origination (via nCino)
- loan management integration with the client’s loan servicing system and Natterbox computer-telephony integration.
The client continues to engage Cludo as a strategic partner via managed services to deliver ongoing enhancements to the solution.