Our client, a pioneering B2B fintech firm, stands at the forefront of delivering innovative financial solutions tailored specifically for businesses. Within the fiercely competitive fintech industry, they are celebrated for their unwavering commitment to enhancing customer engagement and satisfaction through technological innovation.
The company's ethos centers around leveraging advanced technology to streamline operations, thereby ensuring the delivery of exceptional services to their clients. This dedication to combining financial services with state-of-the-art technology has cemented their reputation as leaders in the fintech space, continuously seeking ways to revolutionize business financial solutions for enhanced customer experiences.
In a strategic collaboration aimed at overcoming key challenges in marketing and customer engagement, Codvo.ai partnered with a leading B2B fintech company to harness the power of Salesforce and AWS solutions. Faced with data silos, inefficient call management, and the need for scalability and modernization, the project focused on integrating Amazon Connect along with other AWS services to streamline operations. This transformative approach not only enhanced data management and customer interaction but also positioned the client for future growth, leveraging technology to achieve greater efficiency, engagement, and satisfaction in their marketing campaigns and customer service efforts.
The client faced several obstacles that hindered the optimization of their marketing strategies and customer service operations:
The Codvo team embarked on a comprehensive strategy to revitalize the client's marketing and customer service frameworks. Central to this transformation was the deployment of Amazon Connect, complemented by a suite of AWS and Salesforce solutions, to address the client's challenges effectively:
Our team took inspiration from AWS Connect Sample Architectures. The overall architecture was redesigned with client’s technical stack and Data flow in the following manner:
The tech stack include: Amazon Connect, Rekognition, RDS, Salesforce, Prokeep, Twilio and Redpoint.