New challenges require innovative solutions
The digitisation of key value-added processes in the economy is advancing at a rapid pace. The banking industry is also undergoing change: new market entrants are putting traditional banks under considerable pressure, whether in the form of credit comparison platforms for retail customers or new technical procedures in payment transactions.
The erosion of margins in the core processes of mass business is leading to cost pressure that can ultimately only be countered by a higher degree of digitalisation in all business processes. This is not just a matter of replacing manual processes with technical solutions, but rather of creating new sales opportunities.
The MARZIPAN Salesforce App
With Financial Services Cloud, Salesforce offers the bank's specialist departments a comprehensive banking ecosystem. It provides an optimal overview of the customer and reveals untapped cross-selling potential and its benefits. If there is a need for more in-depth banking processes and calculations, customers can easily integrate solutions from industry experts via the AppExchange platform. The MARZIPAN Salesforce app is available here for our customers.
The app enables condition determination and interest and margin calculation for customer business via the MARZIPAN calculation service, thus supporting the mapping of the entire sales process, including pricing, in Salesforce.
A look at how it works in practice: During the customer meeting, the MARZIPAN Salesforce app determines the offer conditions for the sales-relevant customer products in the background and displays them to the consultant in real time. The calculation is performed using the proven MARZIPAN calculation service, which is directly integrated into the sales process.
The advantages at a glance
Integration of the MARZIPAN calculation service
Real-time determination of offer conditions
Flexible process integration
Verified quality of calculations
Benefit from our expertise in Salesforce and product costing
By providing the calculation logic as an app and integrating it via the Process Builder, there is no need for a hard link to a dedicated process. Instead, the entire calculation logic of the standard MARZIPAN software is available to you at any point in the banking processes.
The possible applications are diverse and range from determining the exact price floor and the chart of accounts to calculating early repayment fees. Compared to IDV solutions, the audit compliance, flexibility in use and the verified quality of the calculations through the use of standard software are of crucial importance.
In a freemium version, the effective interest calculation is available free of charge for testing purposes. For productive use, we offer you premium packages tailored to your needs.
Contact person
is a CX expert specializing in customer-oriented sales processes and CRM strategies. At msg for banking, he advises customers on all stages of the digital sales funnel and digitally supported consulting.