Open Banking Excellence: Salesforce delivered by Ignyto.
Ignyto implemented Sales Cloud and Marketing Cloud for Open Banking Excellence, a financial services business.
Looking for a Salesforce partner? Ignyto is a Salesforce Summit partner with 115 Salesforce certifications and more than 1,000 projects delivered, working with finance organisations from London, Manchester and Dublin. See what we implement or read all 80 case studies.
Book a discovery call →Open Banking Excellence bridges a gap in the adoption of open finance and data for better financial inclusion by creating exceptional platforms and content to promote knowledge sharing. They host events to allow the community to connect, collaborate and innovate maximising their impact and growth within the sector.
Open Banking Excellence already utilised Salesforce’s Marketing Cloud but had no CRM system in place. They were using Marketing Cloud to store client data and spreadsheets to track opportunities and reports.
- Full visibility of contacts and accounts
- Create the link between Sales and Marketing Cloud to give users access to send marketing content when they felt appropriate
- Manage new, existing and renewal opportunities for clients
- Create synchronised data extensions to allow Marketing Cloud to access up-to-date Salesforce data
- Create custom dashboards for visibility of new and existing account opportunities
Sophisticated reporting capabilities.
Improved customer relationship management
Full visibility and tracking of opportunities
Improved capabilities for marketing team
“It was a pleasure working with Ignyto, who project managed the implementation of our CRM. As an individual who never used the platform before, Ignyto explained the different elements in a way that I could easily understand. The platform has given us sophisticated reporting and better customer relationship management.”
Open Banking Excellence · Finance
Integration, where the systems need it.
Salesforce rarely stands alone. Ignyto builds the integration layer in-house — MuleSoft certified, with native APIs where a connector does the job.
How we approach integration →Book a 30-minute call with a Salesforce consultant.
No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.