Beryl8: The Superior Cloud Synergy for Banking

The latest advancements in cloud technologies have brought with it a fresh and innovative approach towards the banking system. The traditional "bureau style" service model is declining slowly as financial enterprises are seeking technology-led solutions and services. The problems in the present systems such as limited real-time monitoring report and dashboards, duplicate data record in several files and sources, manual consolidation of portfolio management, high operation costs and isolated customer data among others are leading to their declining popularity. The focus is shifting towards digitalizing banking systems, making them user-friendly for both employees and customers. The banking institutions need a promising solution to make the digital shift towards new and improved technology. Beryl8 has emerged to fulfill these requirements with their managed services and comprehensive cloud technology, aligned with their areas of expertise in Customer Relationship Management (CRM) and digital strategy.

Beryl8 Solutions for Banking Sector

Many banks in Thailand are already working with Beryl8 for their CRM solution—which is realized through the implementation of Salesforce.com CRM. The focus of the implementation is to build a solid foundation of the customer information, to equip both the relationship manager and branch staff with capabilities to be successful and to allow end users to experience the capabilities/functionalities provided by Salesforce.com CRM.

For customer service, the focus is to enhance customer service through the concept of joint account planning to support customer-centric strategy. It empowers the customer to provide efficient and collaborative services to customers in all segments— varying from Retail, SME, Corporate, and Wealth. Aside from improved customer experience, this implementation strengthens the customer’s capabilities with solid customer information via the Customer-360 view.

Furthermore, Beryl8 is working with Salesforce.com to implement Financial Services Cloud, a new Banking CRM solution from Salesforce.com, for one of the leading bank in Thailand.

Catering to the Diverse Spectrum

The company aided numerous enterprises from different industries in making the transition without compromising their data or any such essential information. Beryl8 caters to both SMEs and large-scale enterprises.

Sales Cloud helps manage leads and accounts in one system, track inbound leads and route opportunities to sales, view sales forecasts in real-time and administer the sales process with the available ready-made mobile app. Service Cloud manages and routes cases from phones, email, web, social, and live chats. It also helps brands to be able to provide personalized service with customer history and monitors real-time resolution metrics and target goals. Marketing Cloud delivers customized marketing campaigns across the digital channels to engage with customers on their every touch point, uses customer inputs to understand and serve them better. It also measures marketing impact in real-time to predict the outcome. Community Cloud is a platform for creating an interactive network with customers, partners and employees alike.

Services and Solutions

Beryl8 provides solutions which make customers' success the main priority and accordingly orchestrates their services. Beryl8 stands out in the crowd because of its outstanding record of accomplishment in customer success. Due to the close-knit collaboration with the clients, Beryl8 pride themselves on a 9.8/10 customer satisfaction rating.

"Beryl8 is also the Salesforce Platinum Partner and leading Salesforce Reseller globally, with more than hundred Salesforce consultants covering the entire Customer Success Platform Suite" states Mr. Apisek Tewinpagti, Co-founder and CEO of Beryl8. Beryl8 also boasts of maintaining the highest quality service and achieves on-time delivery for their clients. These aspects of their services shine through in the market against the legacy systems that are still being preferred by most financial institutions.

Simplifying the Future

Beryl8 is currently operating across various domains, which include airlines, consumer goods, hospitality, insurance, manufacturing, pharmaceutical, professional services, real estate and retail. With a 360-degree powered view of the customer dashboard, Beryl8 delivers the capabilities to manage targeted marketing campaigns that effectively encourage cross-sell and up-sell of products that suit each customer, as well as the abilities to serve customers better based on their profile.

Beryl8 has achieved a lot in a short span of eight years. This variety of platform will aid the banking and financial institutions to embrace the latest development in technology. It will also fortify the client customer relationship as well as facilitate the sector in adapting to shifting customer expectations.