A mortgage portal with 2FA, on mobile.
Ignyto implemented Salesforce Sales Cloud and Experience Cloud for Skipton International, a bank wholly owned by Skipton Building Society, delivering a branded customer portal where mortgage holders manage accounts, download transactions and raise requests — with two-factor authentication and full mobile use.
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Book a discovery call →Skipton International is a bank wholly owned by Skipton Building Society, one of the largest building societies in the UK.
Skipton International aims to help customers achieve their property and savings goals, and offers a range of residential mortgage options for Guernsey and Jersey residents.
Skipton required a branded portal for customers to log in and manage their mortgage accounts.
The solution had to let the internal Skipton team manage existing products and product applications efficiently, while giving customers the information and tools to improve their interactions with the bank.
It also had to be secure and mobile-usable — a robust sign-up and login process including two-factor authentication, and internal staff notified of every customer request with the relevant detail.
- Customisation of their current Salesforce system to allow for mortgage data to be successfully integrated and viewed within their org
- Internal users must be able to quickly access an overall view of the customer, showing their current products, applications and transactions
- Create a branded and secure portal for customers to access their mortgage information for one or multiple accounts
- Allow customers to view and download transactions for their mortgage accounts
- Provide customers with access to relevant documents which are associated with their mortgage accounts
- Allow customers to submit specific requests with regards to their mortgage accounts e.g. update their details, request for more funds, change of direct debit information, request repayment, request a callback from the Skipton team etc.
- The portal must be accessible and useable via a mobile phone
- The portal needs to have a robust sign up and login process which includes 2FA
- Internal Skipton employees must be notified of a customer request and the relevant details for that request
What the platform changed.
The internal Skipton International Salesforce org has been customized to clearly show customer information and their mortgage and transaction details
A branded, secure and easy to use portal for customers to login and access their mortgage account information
The ability for customers to raise queries and requests from within the portal
A simple sign up process for customers to access the portal
A portal which can be used via desktop, tablet and mobile
“Ignyto met the expectation of having a breadth of knowledge and expertise throughout many areas of the CRM. They were responsive and hands-on throughout the project ensuring that we never had any unexpected surprises.”
Skipton International · Banking and 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.
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