Leading contracting experts Liquid Friday needed a bank validation solution that could be rapidly deployed into their Salesforce CRM platform. The company, like any other, can not afford to capture incorrect bank details. It’s highly disruptive and dealing with transactional security a necessity.
Joe Taffurelli, Operations Manager shares “We implemented our bank validation tool which validates sort codes, account numbers, and branch details in real time. Data8’s tool also identifies the type of account and whether it accepts direct debit.” This makes sure their processes are seamless, any blip in this area would not go down well.
The bank validation solution improved the accuracy of sensitive data, provided peace of mind and saved resource on manually investigating and correcting bank detail errors.
Joe Taffurelli also comments that installing the changes wasn’t disruptive, “We were impressed at the rapid response of Data8 in implementing customisations in our Salesforce. They embedded the sophisticated tool with speed and expertise, so we continued to deliver a seamless customer experience.”
Find out how Liquid Friday fulfilled security requirements.