Case Study: Cludo Enables Customer Centric Transformation For Leading Australian Business Lender

/ Author: Sam Rissman

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.

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