Transformed CRM at NBI Financial Group: From Jungo to a Custom Salesforce Solution
40%
Increase in task completion speed
55%
Reduction in manual errors
62%
Reduction in manual errors
Overview
From scattered records to a single automated flow
What You Need To Know
After switching to the tailor-made managed package and automating certain tasks, NBI Financial Group observed significant cost-cutting, improved productivity, and ensured faster access to all client-related activities and documents.
Why It Matters
NBI Financial Group needed an intuitive and flexible Salesforce experience that could scale as per their increasing workflows. They not only wanted to replace Jungo but also focused on enhancing the overall functionality by implementing customization.
What HIC Did
Our team rebuilt the Jungo package from scratch, customized features based on the business requirements. We even designed a custom activity section that will help them track the entire process. This way, they were able to track things more easily than ever and make smart decisions.
Challenges Faced
Bottlenecks slowing every hand-off
Limited Flexibility with Jungo
The existing Jungo package was too rigid, making it hard for NBI to customize it to their unique business needs.
Missing Activity Insights
There was no easy way to track who shared what documents and when, which led to gaps in visibility.
Time Taking Manual Tasks
Many day-to-day processes were being done manually, causing delays and increasing the risk of errors.
About the Company
NBI Financial Group is a financial services firm focused on offering tailored investment strategies and comprehensive financial planning. They specialize in serving individuals and businesses with a strong emphasis on client relationships.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Custom Salesforce Package
We built a custom Salesforce package from scratch to fit NBI’s exact business needs to ensure that the system works exactly the way they wanted, improving efficiency and reducing unnecessary features.
Tailored Activity Tracking
We created an activity section that shows who shared which document, with whom, and when. This feature helps the team easily see and monitor the flow of information, helping in staying on top of communications and making collaboration much more transparent.
Workflow Automation & Dashboard
To make daily tasks smoother, we automated routine tasks (like sending reminders, updating records, etc.) so the team spends less time on repetitive work. On top of that, we added live dashboards that show real-time updates on key data, helping the team make quicker decisions.
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