Case Study

Improved Customer Experience Solution for a Global Financial Services Firm

Improved Customer Experience Solution for a Global Financial Services Firm

Pages 1 Pages

646.833.3430 www.silverlinecrm.com 860 Broadway, Fifth Floor New York, NY 10003 INTL FCStone is a global financial services firm with offices throughout the world, including significant presence in the US, UK, Brazil, and Australia. They provide, among other services, clearing and execution, risk management, and physical trading in commodities and currencies. Their 300+ broker/consultants serve a diverse customer base that includes producers, processors and end users of virtually every major traded commodity; commercial counter-parties; governmental, non-governmental and charitable organizations; institutional investors; brokers; professional traders; commercial banks; and major investment banks. INTL FCStone uses Salesforce internally and has an external-facing portal with limited ca

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