Improvement in staff productivity
Decrease in resolution time
Score improved significantly
A prominent, member-owned financial cooperative based in the United States provides its members with a comprehensive array of financial services, including savings, loans, and transaction management. As a not-for-profit entity, the organization has grown through strategic mergers and acquisitions and is committed to strengthening member relationships while offering tailored financial solutions.
Rapid expansion resulted in fragmented dispute management processes, with more than five disparate client-facing platforms causing inefficiencies such as duplicate entries, incomplete data, manual reconciliations, and regulatory compliance difficulties. These operational challenges hindered productivity and compromised member satisfaction.
Key issues included:
To address these issues and support sustained growth, the cooperative required an integrated, scalable dispute management solution.
Accellor spearheaded the transformation by designing and implementing a comprehensive dispute management system using Salesforce Financial Services Cloud (FSC) and Salesforce Experience Cloud. The solution focused on centralizing data, automating repetitive processes, and providing members with enhanced self-service capabilities.
The primary components of the solution included:
Accellor’s domain expertise and implementation rigor created a powerful, scalable infrastructure aligned with the cooperative’s operational requirements and growth ambitions.
The advanced dispute management system resulted in:
By leveraging Accellor’s expertise and Salesforce’s capabilities, the cooperative achieved a new standard of operational effectiveness in dispute management, reinforcing its commitment to member value and service excellence.