At a Glance
With LavaBox's lending industry expertise, Line Capital created a highly-automated system that enabled them to grow their client base without growing their headcount. All while providing an exceptional client experience.
Services
Implementation
Managed Services
Key Technologies
Sales Cloud
Marketing Cloud
App Exchange Solutions
Project Objectives
- Deliver a complex system in time to onboard acquired loan book.
- Scale revenue without increasing headcount.
- Streamline end-to-end client and partner experience.
Impactful Outcomes
50%
Reduction in application submission times
4 Months
Rapid go-live to meet acquisition deadline
Up
Improved client, employee and partner experience
"The team's professionalism and knowledge, particularly in financial services and our product offering, was extremely valuable."
Sam Coleman
,
Managing Director
,
Line Capital
Challenges
- Startup business with no established technology systems or processes.
- Upcoming acquisition of an existing loan book required an end-to-end CRM and Loan Management System ready to go so, Line Capital could commence lending.
- Multi-Party implementation between Salesforce and Finspectra without the dedicated internal client resources to manage a complex technology project.
Solution
- Application submission management
- Lead, opportunity, account and client management
- NZBN Integration for lending applications
- Accounting integration for General Ledger entries
Impact
Our work created a foundation for Line Capital to acquire their loan book, onboard a high volume of new customers and rapidly scale their operations. All while delivering an exceptional client experience and maintaining their existing headcount.
"We see a lot of value in the investment we've made. We truly believe the product we've ended up with is something that will continue to be with us from 1,000 customers to 10,000 customers."
Sam Coleman
,
Managing Director
,
Line Capital
Looking to grow your lending business (without growing your headcount)?
More impactful outcomes
Line Capital
Financial Services
Line Capital Scales B2B Lending with Salesforce & FinSpectra
Growth
Customer Experience (CX)
Efficiency
Sales Cloud
Marketing Cloud
App Exchange Solutions
