Optimising Customer Information Management FOR THE FINANCIAL SERVICES INDUSTRY Let’s build something better Artisan Consulting has worked with the following Financial Services Organisations to improve how they manage customer relationships using Salesforce® products. Representative Case Studies where Artisan has helped organisations in the Financial Services Industry include:

https://www.oliverhume.com.au/ https://www.lendi.com.au/ https://www.racv.com.au/ https://australia.bmsgroup.com/ Sales Cloud, Experience Cloud Sales Cloud, Service Cloud, Experience Sales Cloud, Service Cloud, Experience Sales Cloud, Service Cloud, Marketing Cloud Cloud, Integration and Marketing Clouds Cloud (Pardot) Oliver Hume is a property developer and fund manager who uses Salesforce to Lendi operates an Online Home Loan RACV provides a wide range of services BMS is a specialist insurance manage property developments. Platform and uses Salesforce to manage for members include home and motor broker providing policies to allied health Artisan provided Salesforce Architecture, broker relationships and loan insurance policies through a JV with IAG. professionals in Australia and NZ. applications. Program Governance and Development Artisan provided Architecture, Artisan delivered the first greenfield Services during the period 2015-2018 Artisan performed a Technical Audit Development, Consulting and DevOps implementation which went live in 2020 including work on Commission followed by work to enhance how resources during the period 2017-2020. which included integration to UCP. Management and Trust Accounting. customer data was managed.

(no longer operating) https://www.eway.com.au/ https://www.ezidebit.com/ https://www.mebank.com.au/ Salesforce Services Sales Cloud, Experience Cloud, Financial Sales Cloud, Service Cloud, Experience Sales Cloud, Service Cloud, Experience Sales Cloud, Service Cloud Services Cloud Cloud, Shield Cloud. Shield Program and Project Delivery Members Equity Bank provides Sales – Service – Marketing Provided financial planning to more than eWay has a range of shopping cart and Ezidebit supports eCommerce sites branchless banking services across Digital Experience & Portals 1,000 doctors, dentists and other software integrations for eCommerce handling payments by Direct Debit, Australia. medical professionals. sites handling payments. EFTPOS, BPAY and Real Time methods. Support and Enhancements Artisan provided a range of services Artisan delivered the first greenfield Artisan performed a series of Technical Artisan performed a Technical Audit and supporting ME Bank’s Salesforce Architecture and Design implementation using a Community to Audits and provided Salesforce Resource Augmentation provided Salesforce Architecture implementation including data migration provide an online fact finder with Architecture services to establish a services to establish a program roadmap. and a conversion to Lightning Experience Technical Audits integration to Practice Manager. program roadmap.

W E’VE ASSISTED DIVERSE CUSTOMER S ACROSS AUSTRALIA . HOW CAN WE HELP YOU? Contact us today if you need assistance to implement, operatate or optimise Salesforce Street: L11, 410 Collins St, Melbourne VIC 3000 Online: https://www.artisans.com.au Phone: +61 3 9682 2699 Email: [email protected]