Open Banking Excellence

Posted by: Brendan Keating
Category: Case Studies, Financial Services, Sales Cloud
Open Banking Excellence

Project Details

Open Banking Excellence

About the customer

Open Banking Excellence bridges a gap in the adoption of open finance and data for better financial inclusion by creating exceptional platforms and content to promote knowledge sharing. They host events to allow the community to connect, collaborate and innovate maximising their impact and growth within the sector.

Business Requirement and Customer Challenges

Open Banking Excellence already utilised Salesforce’s Marketing Cloud but had no CRM system in place. They were using Marketing Cloud to store client data and spreadsheets to track opportunities and reports.

Business Requirements included:

  • Full visibility of contacts and accounts
  • Create the link between Sales and Marketing Cloud to give users access to send marketing content when they felt appropriate
  • Manage new, existing and renewal opportunities for clients
  • Create synchronised data extensions to allow Marketing Cloud to access up-to-date Salesforce data
  • Create custom dashboards for visibility of new and existing account opportunities

Products implemented

Ignyto implemented the following solutions for Open Banking Excellence:

  • Sales Cloud
  • Marketing Cloud


  • Improved customer relationship management
  • Full visibility and tracking of opportunities
  • Improved capabilities for marketing team
  • Sophisticated reporting capabilities

Length of Project (Days)

143 days

Quote from the customer

It was a pleasure working with Ignyto.  Specifically Kate who project managed the implementation of our CRM.  As an individual who never used the platform before, Kate was able to explain the different elements in a way that I could easily understand, which enabled me to see how this platform was going to be of great benefit to our team.  Kate was always quick to respond to any questions and she set out a clear plan as to when CRM would be delivered with realistic timeframes.  The platform is user-friendly and has so much functionality.  it has given us sophisticated reporting and better customer relationship management.”

Contact us today to discuss how one of our Ignyto specialists can help your business implement Salesforce