Salesforce Helps a Pension Technology Company Automate Processes and Improve Customer Experience

Industry

Financial ServicesPensions

Services

Salesforce DevelopmentService CloudProcess Automation

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlowsService CloudExperience Cloud

Challenge

A pension technology company helps transform the pension industry by automating processes and improving customer experience.

Its own customer and case processes needed the same level of automation it offered clients:

Manual case handling.
Slow responses to member enquiries.
Limited self-service.
Complex compliance requirements.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the pension technology company's processes and goals.

Case management

Enquiries and requests are logged and routed automatically.

Process automation

Common requests are processed with automated workflows.

Self-service portal

Customers check status and submit requests online.

Audit trail

Every action is recorded to support compliance.

Pension Technology Company solution delivered by Winklix

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.
Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.
Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.
Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Outcome

The engagement delivered clear, practical results for the client:

Faster handling of customer requests.
Improved customer experience.
Self-service for common tasks.
Strong audit trail for compliance.

Pension Technology Company

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Challenge

A pension technology company helps transform the pension industry by automating processes and improving customer experience.

Its own customer and case processes needed the same level of automation it offered clients:

Manual case handling.

Slow responses to member enquiries.

Limited self-service.

Complex compliance requirements.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the pension technology company's processes and goals.

Case management

Enquiries and requests are logged and routed automatically.

Process automation

Common requests are processed with automated workflows.

Self-service portal

Customers check status and submit requests online.

Audit trail

Every action is recorded to support compliance.

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.

Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.

Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.

Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Related Case Studies:

Warehouse Management Software Provider

Salesforce Streamlines Sales and Customer Onboarding for a Warehouse Management Software Provider

Read full post

Online Fitness Community

Salesforce Helps an Online Fitness Community Engage and Retain Members

Read full post

B2B Services Company

ActiveCampaign and Salesforce Integration Aligns Marketing and Sales

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Essential

Analytics

Marketing

Salesforce Helps a Pension Technology Company Automate Processes and Improve Customer Experience

Challenge