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Banking and financial services
A global automotive finance provider engaged K2 to modernize its customer-facing leasing services. The client partnered with K2 for expert Salesforce migration for automotive finance, aiming to enhance digital experiences and build a scalable foundation for future growth.
The client sought to modernize its Leasing Business Unit’s front-end services to meet rising customer expectations and evolving market demands. They needed to improve the user experience, streamline client communications, and create a scalable framework for innovation while maintaining critical back-end operations on Microsoft Dynamics. Achieving these goals required a trusted advisory partner with deep Salesforce expertise to align platform capabilities with business objectives.
K2 delivered a consultancy-led engagement to guide the Salesforce migration for automotive finance. We began with a thorough discovery phase to assess business processes, legacy integrations, and digital readiness.
Our team designed a tailored solution leveraging Salesforce Service Cloud, Experience Cloud, and Marketing Cloud to optimize customer-facing operations. This included creating over 120 personalized customer journeys, designing a scalable front-end framework, and ensuring seamless integration with Microsoft Dynamics. By maintaining “as-is” processes during the transition, we minimized risk while laying the groundwork for continuous innovation.
Improved productivity: Streamlined workflows and modern UX accelerated task completion and reduced operational friction.
Stronger engagement: Personalized customer journeys enhanced communications and satisfaction across key channels.
Operational efficiency: Maintaining core systems while transforming the front-end minimized disruption and reduced costs.
Future scalability: The integrated Salesforce platform established a foundation for ongoing digital transformation.
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