Financial Services Case Study – AppShark

An integrated Salesforce platform ensures seamless flow of data contributing to the ultimate business objective.

Overview

Ensuring a white glove, easy to follow process to obtain working capital and small business loans to growing businesses was the objective of this brand. With a combined experience of over 20 years in the finance sector and a strategic location in New York City, targeting servicing small businesses and obtaining access to latest and low priced options gained impetus. The business relied on a dedicated team of loan specialists who provide consulting services on working capital and business loans that are available.

Highlights

With an established name and a growing vendor network, the brand needed to ensure integrity and accuracy in the data that was shared with stakeholders. The brand strives to provide speedy access to finances for small businesses by listing vetted options available and an easy application process. With lender and customer information tracked in disparate systems, manual intervention when data consolidation was required increasing the turnaround time of loan sanctions. Team AppShark implemented an integrated Salesforce platform with the existing application used to track vendor information. Along with development of API based authentication systems and enhanced mapping functionalities, data exchange was smooth, verified and available for access across stakeholders.

Outcome

Successful implementation of the project ensured that brands objective of being able disburse easy credit at the best rates was met. New vendors could be on-boarded easily, business expansion got easier and resulted in increased revenues.

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