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

"It took only 3 months to complete our Salesforce implementation. If we had tried to develop and build a similar system in-house, it would have taken a year."


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 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 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
 
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