Mizuho Private Wealth Management Integrates Multiple Data Systems with Salesforce CRM for Quicker Customer Response

Challenge

• With the impending deadline to establish Mizuho Private Wealth Management Company, Mizuho group had to complete implementing the system within 3 months.
• At the same time, in order to integrate customer information, 6 systems had to be linked up.

Solution

• Implementation is possible within a shorter time and for a lower cost compared to other systems.
• Its flexible system configuration can easily deal with any operational and organizational changes; configurations can be executed at each user level.
• Salesforce CRM uses standard XML-API, which allows rapid systems integration within a short time.
• Its system security satisfies levels required by financial institutions; e.g. Salesforce CRM meets security guideline set by FISC.
• Once the system is implemented, it requires substantially less resources and cost to operate.

Results

• Implementation was completed within 3 months, which included systems linkage and user training.
• Since it enables an integrated management of data from multiple systems, response to customers are quicker.