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

"We verified that the security management of the Salesforce is at the highest level in the world, and is more than satisfactory for needs of financial institutions. Plus,  it took only 3 months to complete the 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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