Case Study | Financial Services
Intelligent Workflow Automation for Faster Financial Decisions
Modernizing financial operations through intelligent automation and real-time data visibility for faster, more accurate decision-making.
Overview
A leading equipment financing provider sought to accelerate decision-making and eliminate inefficiencies caused by fragmented systems. 10Pearls engineered an intelligent, AI-enabled automation framework that unified workflows, optimized data visibility, and enhanced reporting accuracy.
Accelerated loan processing
& approval cycles
Improved accuracy
& data visibility
Enhanced efficiency by
with intelligent automation
Challenge
The organization relied on disconnected systems and manual processes that slowed approval times and reduced visibility across sales and finance. Fragmented data sources made reporting cumbersome and delayed insights into key performance indicators, affecting both speed and accuracy of financial decisions.
Solution
10Pearls transformed customer support, claims management, and partner operations through a suite of custom Salesforce-powered solutions built on Sales Cloud, Service Cloud, Experience Cloud, and Einstein Automation. We developed custom applications with Lightning Web Components (LWC) and integrated multiple external systems via Salesforce APIs to create a unified, real-time view of customer data. This eliminated platform switching, reduced case resolution times, and empowered support teams with faster, more informed decision-making.
Using Flow automation and Einstein AI-driven workflows, we streamlined claims processing and minimized manual intervention, boosting accuracy, productivity, and compliance oversight. Additionally, a Partner Portal built on Experience Cloud and enhanced with Einstein Document Intelligence automated document intake and credit workflows, accelerating partner onboarding and improving satisfaction. Together, these Salesforce innovations enhanced operational efficiency, optimized workforce productivity, and built a scalable foundation for continued digital growth.
Customer
Leading equipment financing provider
Services
AI consulting
Business optimization consulting
Custom software development
Strategy & consulting
tech stack
Einstein Automation
Einstein Document Intelligence
Experience Cloud
Sales Cloud
Salesforce Flow
Service Cloud
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