How Lend & Co. Streamlined Processes and Secured Data with PSAG Technologies
Solution Category
Process Improvement
Customer
Lend & Co.
Industry
Financial Services
Segment
ESMB (Emerging Small and Medium Businesses)
Country
Australia
Go-Live Date
September 2023
Business Challenge
Lend & Co., a financial services provider based in Australia, was struggling with disconnected data stored across scattered Excel sheets. The reliance on manual processes made it difficult to manage lead generation, customer follow-ups, and liability tracking efficiently. Time-consuming coordination and fragmented information posed risks to compliance, productivity, and customer experience.
Our Solution
PSAG Technologies partnered with Lend & Co. to design a comprehensive Salesforce-based solution that addressed their business needs. Key highlights included:
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A customer-centric case management system to streamline query resolution and feedback loops.
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A custom-built “Liability” object within Salesforce for efficient tracking and management of assets and liabilities.
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Integration of Salesforce Web-to-Lead for automated, secure lead generation from Lend & Co.’s website.
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PDF-based critical reporting tools including Commitment Schedule, Assets & Liabilities, and Application Reports—all generated directly within Salesforce.
Impact Delivered
The engagement led to the following benefits:
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Enhanced data security and compliance with robust lead management protection protocols.
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Complete automation of lead capture, reducing manual entry errors and improving response time.
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Bidirectional linkage of assets and liabilities, simplifying complex financial tracking and reporting.
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Real-time visibility into liabilities through custom dashboards and auto-generated PDF reports.
Measurable Outcomes
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Operational Efficiency: Reduced manual work and enhanced overall productivity.
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Regulatory Compliance: Ensured adherence to evolving data protection standards.
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Customer Satisfaction: Improved response time and engagement with customers.
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Streamlined Management: Simplified liability and asset oversight within a unified Salesforce environment.
Outcomes
- Streamlined operations with reduced administrative overhead.
- Faster and more accurate merchant invoicing.
- Improved internal communication and email traceability.
- Elevated customer satisfaction with an efficient booking experience.
